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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-18 |
| NC | RA | APPROVED | 2025-09-15 |
Branch Locations
5200 77 Center Drive Suite 210, Charlotte, NC 28217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Winston Salem | NC | 07/2011 | 02/2017 |
| Bb&T Bank | Charlotte | NC | 02/2017 | 01/2018 |
| Bb&T Investments | Charlotte | NC | 02/2017 | 01/2018 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 10/2020 | 02/2021 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 10/2020 | 02/2021 |
| Truist Investment Services, Inc. | Charlotte | NC | 02/2021 | 10/2022 |
| Truist Advisory Services, Inc. | Charlotte | NC | 02/2021 | 10/2022 |
| Bank Of America | Charlotte | NC | 12/2022 | 09/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 09/2025 | Present |
| Cetera Investment Advisers Llc | Charlotte | NC | 09/2025 | Present |
1. ARIKA ABACUS REAL ESTATE HOLDINGS LLC, RENTAL INCOME, 100% OWNER; 2. FINANCIAL LITERACY FOR OUR YOUTH LLC, FINANCIAL LITERACY EDUCATION, 100% OWNER, 15/HRS/WK; 3. THE FLY FOUNDATION, SCHOLARSHIP, 100% OWNER, 15/HRS/WK 4. J & G LEGACY FINANCIAL GROUP LLC, DBA FOR CETERA BUSINESS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-08 |
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