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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-14 |
| TX | RA | APPROVED | 2025-05-14 |
Branch Locations
4064 Colony Road Two Morrocroft Centre, Suite 450, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Huntersville | NC | 09/2013 | 09/2023 |
| Raymond James Financial Services Advisors Inc. | Huntersville | NC | 09/2013 | 09/2023 |
| Williamson Wealth Group | Cornelius | NC | 07/2014 | 09/2023 |
| Morgan Stanley | Charlotte | NC | 09/2023 | 01/2024 |
| Unemployed | Davidson | NC | 01/2024 | 09/2024 |
| Choreo, Llc | Charlotte | NC | 09/2024 | 01/2025 |
| Janney Montgomery Scott Llc | Charlotte | NC | 05/2025 | Present |
| Unemployed | Charlotte | NC | 01/2025 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-13 |
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