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601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-06-27 |
Branch Locations
601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevation Llc | Charlotte | NC | 05/2016 | 05/2018 |
| Ally Invest Securities Llc | Charlotte | NC | 06/2018 | Present |
| Ally Invest Advisors | Charlotte | NC | 06/2018 | Present |
Ally Invest Advisors. Investment related. 601 S Tryon Street Charlotte NC 28202. Senior Director - Ally Invest Advisors. Dually licensed. 05/31/2018. 21-40 hrs/month. Duties are to provide oversight of investment advice and operations for their Managed Portfolio program. Self Employed. Investment-Related. Crypto Mining Owner. 02/01/2021. 2 hrs/month. Duties are limited to initiating the purchase of mining equipment and reviewing outcome on a monthly basis. The business is located at residential address. Self Employed. Not Investment-Related. Rental Investment Property. Owner. 01/01/2009. 1 hr/month. Owns and manages a 1-bedroom condominium unit in Uptown Charlotte. The business is located at residential address. Self Employed. Not Investment-Related. 3020 Cambridge Road, Charlotte, NC 28202. Owner. 12/10/2024. 0-20 hours/month. Leading the buildout of various digital ventures.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-27 |
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