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4521 Sharon Road Suite 375, Charlotte, NC 28211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-16 |
| NC | RA | APPROVED | 2022-04-05 |
Branch Locations
4521 Sharon Road Suite 375, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sonic Automotive | Charlotte | NC | 01/2018 | 03/2019 |
| Clemson University | Clemson | SC | 08/2014 | 12/2017 |
| Raymond James & Associates, Inc. | Charlotte | NC | 05/2019 | 04/2022 |
| Davis Investment Partners, Llc | Charlotte | NC | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-27 |
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