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9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2024-06-18 |
| NC | RA | APPROVED | 2024-06-03 |
Branch Locations
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington National Bank | Morgantown | WV | 04/2015 | 02/2022 |
| The Huntington Investment Company | Columbus | OH | 05/2017 | 02/2022 |
| Alight Financial Solutions | Lincolnshire | IL | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-18 |
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