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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-06 |
| NC | RA | APPROVED | 2023-09-18 |
Branch Locations
8501 Ibm Drive Suite 150, Charlotte, NC 28269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Carolina University Residential Living | Cullowhee | NC | 05/2022 | 12/2022 |
| Unemployed | Waxhaw | NC | 01/2023 | 02/2023 |
| Equitable Advisors Llc | New York | NY | 03/2023 | Present |
| Doordash | San Francisco | CA | 06/2021 | 08/2021 |
| Cvs Pharmacy | Waxhaw | NC | 05/2020 | 05/2022 |
| Axis Security | Johnson City | TN | 09/2019 | 12/2022 |
| Freddy's Frozen Custard | Indian Land | SC | 03/2019 | 05/2019 |
| Marvin Ridge High School | Waxhaw | NC | 07/2015 | 06/2019 |
| Western Carolina University | Cullowhee | NC | 06/2019 | 12/2022 |
| Andy's Frozen Custard | Waxhaw | NC | 05/2019 | 05/2020 |
| Equitable Advisers, Llc | New York | NY | 07/2023 | Present |
| Equitable | Charlotte | NC | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-03 |
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