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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-04 |
| VA | RA | APPROVED | 2026-02-04 |
| NC | RA | APPROVED | 2026-01-09 |
Branch Locations
6115 Park South Drive Suite 200, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marvin Ridge Middle School | Waxhaw | NC | 08/2014 | 06/2017 |
| Blazing 7 On 7 | Charlotte | NC | 06/2017 | 07/2017 |
| Marvin Ridge High School | Waxhaw | NC | 07/2017 | 06/2020 |
| University Of North Carolina At Charlotte | Charlotte | NC | 06/2020 | 05/2022 |
| Tactical Fleet Charlotte | Matthews | NC | 05/2022 | 08/2022 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2022 | 06/2023 |
| Consolidated Planning | Charlotte | NC | 06/2023 | 07/2023 |
| Consolidated Plannig | Charlotte | NC | 07/2023 | 05/2024 |
| Guardian Life Insurance Company | Charlotte | NC | 06/2023 | Present |
| Park Avenue Securities | Charlotte | NC | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-18 |
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