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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-08 |
| NC | RA | APPROVED | 2023-10-05 |
Branch Locations
11325 North Community House Rd Suite 450, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 08/2023 | Present |
| Youtube | Matthews | NC | 04/2020 | 10/2023 |
| University Of South Carolina | Columbia | SC | 07/2019 | 05/2023 |
| Relational Wealth Management | Irmo | SC | 11/2022 | 05/2023 |
| Darla Moore School Of Business | Columbia | SC | 07/2022 | 12/2022 |
| Firebirds Wood Fired Grill | Charlotte | NC | 06/2022 | 08/2022 |
| Lord Law Firm (Ask Legal) | Charlotte | NC | 06/2021 | 07/2021 |
| Weddington High School | Matthews | NC | 07/2015 | 06/2019 |
| Unemployed | Matthews | NC | 06/2023 | 07/2023 |
Alex Weinberg, Online Marketplace, Ebay, Facebook Not Investment Related - Address: 1117 Delacourt Lane, Matthews, NC 28104 - Business: Buying and Selling Merchandise, Consumer Goods, Technology - Buyer /Seller - Start date - June 2023 HRS:30Hr/mo; Realty Benefit Services 210 Lake Drive East, Suite 310 Cherry Hill, NJ 08002, Sales Associate, Sales of tax account program for which Realty Benefits Services collects the administration fee, 10/30/2025, 10HRS/MO; Dergalis Associates LLC 210 Lake Drive East, Suite 310 Cherry Hill, NJ 08002, Sales Associate, Sales of group and individual ancillary products, 10/30/2025, 10HRS/MO. Business Network International Role: Other Role: We meet on a weekly basis as a referral and networking group. Address: 3430 Toringdon Way, Suite 300, Charlotte, NC 28277, USA Start Date: 5/15/2024 Relationship: I am part of the chapter, NC CLT BNI Excel. I am currently a Visitor Host and I will meet with prospective new members to answer questions they may have if they are considering joining the chapter. Hours: 9 per month. not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-21 |
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