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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-26 |
| TX | RA | APPROVED | 2026-05-26 |
Branch Locations
4064 Colony Road Two Morrocroft Centre, Suite 450, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Charlotte | NC | 05/2026 | Present |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 09/2024 | 05/2026 |
| Unemployed | Charlotte | NC | 05/2024 | 09/2024 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2020 | 05/2024 |
| Consolidated Planning Inc. | Charlotte | NC | 06/2023 | 08/2023 |
| Isabella Santos Foundation | Charlotte | NC | 04/2022 | 08/2022 |
| Lowe's | Charlotte | NC | 06/2021 | 08/2022 |
| Harper's Restaurant | Charlotte | NC | 06/2020 | 09/2020 |
| Unemployed | Charlotte | NC | 05/2020 | 06/2020 |
| South Mecklenburg High School | Charlotte | NC | 08/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-25 |
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