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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-29 |
Branch Locations
11325 North Community House Rd Suite 450, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mecklenburg Area Catholic School | Charlotte | NC | 06/2019 | 07/2022 |
| Compass Group | Charlotte | NC | 05/2023 | 08/2023 |
| Alphastar | Charlotte | NC | 05/2024 | 08/2024 |
| University Of North Carolina At Charlotte | Charlotte | NC | 11/2022 | 05/2025 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2021 | 05/2025 |
| Charlotte Catholic High School | Charlotte | NC | 09/2017 | 06/2021 |
| Holy Trinity | Charlotte | NC | 09/2015 | 06/2017 |
| Unemployed | Charlotte | NC | 07/2017 | 08/2017 |
| Unemployed | Charlotte | NC | 06/2025 | 08/2025 |
| Equitable Advisors, Llc | New York | NY | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-11 |
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