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15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-18 |
| NC | RA | APPROVED | 2024-02-16 |
Branch Locations
1515 Mockingbird Lane Suite 880, Charlotte, NC 28209 • United States
15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2018 | 08/2023 |
| Ubs Financial Services | Wilmington | NC | 10/2017 | 05/2018 |
| University Of North Carolina Wilmington Honors College | Wilmington | NC | 08/2014 | 05/2018 |
| University Of North Carolina Wilmington | Wilmington | NC | 08/2016 | 05/2018 |
| Duke Energy | Charlotte | NC | 05/2017 | 08/2017 |
| Apw Inc | Rockaway | NJ | 07/2023 | 08/2023 |
| Tru Independence Asset Management, Llc - Yellowwood Wealth | Charlotte | NC | 09/2023 | Present |
| Apw Inc | Rockaway | NJ | 09/2023 | Present |
YellowWood Wealth Solutions; Investment related:Yes, 1515 Mockingbird Lane, Suite 880, Charlotte, NC, 28209, advisory services, Associate, 09/05/2023, 40 hours per week, managing client relationships . Tru Independence Asset Manager, LLC, Investment related:Yes, 1515 Mockingbird Lane, Suite 880, Charlotte, NC, 28209, advisory services, Associate, 09/05/2023, 40 hours per week, managing client relationships . YellowWood is the DBA under this RIA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-27 |
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