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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2017 | 08/2018 |
| Brooklyn College | Brooklyn | NY | 08/2015 | 06/2017 |
| Us Staffing | Manhattan | NY | 04/2017 | 05/2017 |
| Matheson Flight Extenders | Charlotte | NC | 06/2018 | Present |
| Pnc Investments | Charlotte | NC | 10/2018 | 08/2021 |
| Pnc Investments | Charlotte | NC | 08/2021 | 11/2021 |
| Truist Investment Services, Inc. | Charlotte | NC | 11/2021 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 11/2021 | Present |
UPS POSITION: Warehouse Associate NATURE: Shipping INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2024 ADDRESS: Charlotte NC, United States DESCRIPTION: Forklift Driver AMANSIE STRATEGIC LLC POSITION: PART OWNER NATURE: ONLINE CLOTHING STORE INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/26/2024 ADDRESS: CHARLOTTE NC, United States DESCRIPTION: Monitor sales and shipping of orders.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-20 |
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