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2825 South Boulevard Suite 440, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-22 |
Branch Locations
2825 South Boulevard Suite 440, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Greenville | SC | 05/2018 | 03/2019 |
| Green Valley Country Club | Greenville | SC | 01/2013 | 05/2018 |
| Novare Capital Management, Llc | Charlotte | NC | 10/2021 | Present |
| Wells Fargo Private Bank | Greenville | SC | 03/2019 | 10/2021 |
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