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2020 S. Tryon Street Suite 2B, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-12 |
| NC | RA | APPROVED | 2026-03-06 |
Branch Locations
2020 S. Tryon Street Suite 2B, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2023 | 01/2026 |
| Christ Community Church | Huntersville | NC | 05/2022 | 08/2022 |
| Home Depot | Phoenix | AZ | 06/2020 | 08/2020 |
| Nekter Juice Bar | Knoxville | TN | 05/2019 | 08/2019 |
| Unemployed | Budapest | 01/2013 | 08/2018 | |
| Lowe's Home Improvement | Charlotte | NC | 08/2022 | 12/2022 |
| Lowe's Home Improvement | Huntsville | AL | 05/2021 | 08/2021 |
| Davidson College | Davidson | NC | 08/2018 | 05/2019 |
| Davidson College | Davidson | NC | 08/2019 | 04/2020 |
| Davidson College | Davidson | NC | 08/2020 | 05/2021 |
| Davidson College | Davidson | NC | 08/2021 | 05/2022 |
| Worth Advisors | Charlotte | NC | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-31 |
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