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1001 Morehead Square Drive Suite 600, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-14 |
Branch Locations
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 |
|---|---|---|---|---|
| The Hun School Of Princeton (Education) | Princeton | NJ | 06/2016 | 06/2020 |
| The University Of North Carolina Chapel Hill (Education) | Chapel Hill | NC | 06/2020 | 06/2024 |
| Ameriprise Financial | Marlton | NJ | 06/2022 | 07/2022 |
| Davis Moore Capital | Raleigh | NC | 06/2023 | 07/2023 |
| Principal Funds Distributor | Charlotte | NC | 07/2024 | 06/2026 |
| Principal Securities, Inc. | Charlotte | NC | 03/2025 | 06/2026 |
| Victory Capital Services, Inc. | Charlotte | NC | 06/2026 | Present |
| Westend Advisors, Llc | Charlotte | NC | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-18 |
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