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9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-19 |
Branch Locations
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Westminster | CA | 11/2016 | 12/2017 |
| Cardinal Financial, Llp | Irvine | CA | 09/2016 | 11/2016 |
| Viettime Craft | Hanoi | 01/2018 | 10/2019 | |
| Jp Morgan Chase Bank, N.A. | Westminster | CA | 01/2020 | 01/2022 |
| Unemployed | Irvine | CA | 11/2019 | 01/2020 |
| Unemployed | Tustin | CA | 02/2022 | 05/2023 |
| Hornor, Townsend & Kent (Htk) | Horsham | PA | 06/2023 | 12/2024 |
| Truist Investment Services, Inc | Greer | SC | 12/2024 | 08/2025 |
| Truist Advisory Services, Inc | Greer | SC | 12/2024 | 08/2025 |
| Wells Fargo Bank, Na | Taylors | SC | 08/2025 | Present |
| Wells Fargo Clearing Services, Llc | Taylors | SC | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-07 |
| S65 | Uniform Investment Adviser Law Examination | 2020-05-09 |
| S66 | Uniform Combined State Law Examination | 2008-10-02 |
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