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601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-06 |
Branch Locations
601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Columbia, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 11/2016 | 06/2018 |
| Abba Construction | Jacksonville | FL | 09/2016 | 11/2016 |
| Smg Jacksonville | Jacksonville | FL | 05/2015 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 01/2020 | 05/2021 |
| Bank Of America, N.A. | Chandler | AZ | 02/2020 | 05/2021 |
| Ally Invest Securities Llc | Charlotte | NC | 05/2021 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 06/2018 | 01/2020 |
| Ally Invest Advisors | Charlotte | NC | 05/2023 | Present |
| Self Employed | Charlotte | NC | 10/2023 | 07/2024 |
Ally Invest Advisors. Investment Related. 601 S Tryon Street Charlotte NC 28202. Associate Specialist. Dually Licensed. 07/06/2021. 30 hrs/month. I work in the cashiering department serving the self-directed, managed robo, and wealth accounts, I frequently send liquidation requests or a bill requests to the advisors when a client requests a withdrawal, or they have a need to move funds/securities between accounts. The client contact I make is via email, when things are not in good order, but I mostly request liquidation to cover a withdrawal, or transfer assets within invest upon request. Glossa Core. Non-investment related. Owner. 03/04/2026. 40 Hours per month. Founder responsible for software development, systems architecture design, and product development for an enterprise SaaS/IaaS platform. The company is focusing on building multi-tenant enterprise technology that standardize and synchronizes data across disparate systems into a uniform programming language to create a unified view of system.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-23 |
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