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516 North Tryon Street, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linden Thomas & Company | Charlotte | NC | 06/2026 | Present |
| Morris Jenkins | Charlotte | NC | 10/2025 | 06/2026 |
| Fedex Express | Charlotte | NC | 01/2024 | 10/2025 |
| Roots Catering | Charlotte | NC | 05/2020 | 01/2024 |
| Unemployed | Great Falls | MT | 08/2018 | 05/2020 |
| Quarry Golf Course | San Antonio | TX | 03/2017 | 08/2018 |
| Montana State University | Bozeman | MT | 08/2012 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-31 |
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