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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-09 |
Branch Locations
2320 Cascade Pointe Blvd Ste 200, Charlotte, NC 28208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Charlotte | NC | 03/2023 | 02/2024 |
| Mml Investors Services, Llc | Charlotte | NC | 04/2023 | 02/2024 |
| Walker Auto Detailing | Pfafftown | NC | 07/2021 | 07/2022 |
| Publix | Clemmons | NC | 10/2017 | 07/2021 |
| Reagan High School | Pfafftown | NC | 08/2013 | 05/2017 |
| Forsyth Tech Community College | Winston-Salem | NC | 08/2017 | 07/2019 |
| Unc Charlotte | Charlotte | NC | 08/2019 | 12/2022 |
| Tristate Financial Advisors | Charlotte | NC | 12/2022 | 02/2023 |
| Truist Investment Services, Inc. | Charlotte | NC | 02/2024 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 02/2024 | Present |
JAROD WALKER POSITION: Landlord NATURE: Renting private bedrooms in an owned house. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2024 ADDRESS: Charlotte NC, United States DESCRIPTION: Provide an empty bedroom and bathroom for tenant.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-04-25 |
| S65 | Uniform Investment Adviser Law Examination | 2023-02-14 |
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