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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-10 |
Branch Locations
2320 Cascade Pointe Blvd Ste 200, Charlotte, NC 28208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parkland High School | Allentown | PA | 01/2016 | 05/2018 |
| University Of South Carolina | Columbia | SC | 08/2018 | 01/2020 |
| Lehigh Valley Health Network | Allentown | PA | 11/2020 | 06/2021 |
| Unemployrg | Allentown | PA | 01/2020 | 11/2020 |
| Arizona State University | Tempe | AZ | 08/2021 | 12/2024 |
| Unemployed | Allentown | PA | 01/2025 | 01/2026 |
| Truist Investment Services, Inc | Charlotte | NC | 01/2026 | Present |
| Unemployed | Allentown | PA | 05/2018 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-01 |
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