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2825 South Boulevard Suite 440, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-24 |
Branch Locations
2825 South Blvd Ste 440, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Air Force | Pentagon | DC | 05/2011 | 06/2018 |
| Fidelity Investments | Charlotte | NC | 07/2018 | 03/2025 |
| Verum Partners Llc | Charlotte | NC | 03/2025 | 03/2026 |
| Quantitative Financial Strategies | Denver | CO | 03/2026 | 05/2026 |
| Novare Capital Management, Llc | Charlotte | NC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-20 |
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