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1001 Morehead Square Drive Suite 600, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-04-16 |
| NC | RA | APPROVED | 2025-04-15 |
Branch Locations
Middletown, NJ • United States
1001 Morehead Square Drive Suite 600, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Holmdel | NJ | 12/2013 | 09/2018 |
| Wells Fargo Advisors, Llc. | Holmdel | NJ | 01/2014 | 09/2018 |
| Wells Fargo Clearing Services, Llc | Hillsborough | NJ | 11/2016 | 09/2018 |
| Axa Distributors, Llc | New York | NY | 01/2020 | 06/2020 |
| Bank Of America | New York | NY | 09/2018 | 01/2020 |
| Equitable Distributors, Llc | New York | NY | 01/2020 | 10/2023 |
| Victory Capital Services, Inc. | Charlotte | NC | 03/2025 | Present |
| Unemployed | Middletown | NJ | 11/2023 | 02/2025 |
| Westend Advisors, Llc | Charlotte | NC | 03/2025 | Present |
JRB Express Logistics; Not investment related; 109 Bonnie Drive Middletown, NJ 07748. Local shipping for construction industry. Owner/Sole member; 7/2/2024; 5 hours per month, none during securities trading hours; Make deliveries;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-11 |
| S66 | Uniform Combined State Law Examination | 2009-04-09 |
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