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7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-15 |
Branch Locations
7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nelson Investment Planning Services, Inc | Winter Park | FL | 10/2024 | 06/2026 |
| Signature Wealth Advisors | Orlando | FL | 07/2024 | 09/2024 |
| Wegmans Food Market | Fairport | NY | 08/2017 | 10/2022 |
| Highschool Student | Pittsford | NY | 01/2015 | 08/2017 |
| La Fitness | Rochester | NY | 07/2023 | 07/2024 |
| St. Bonaventure University | St. Bonaventure | NY | 10/2022 | 07/2023 |
| Hobart Wealth | Charlotte | NC | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-11 |
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