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11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-12-07 |
Branch Locations
10800 Sikes Place #215, Charlotte, NC 28277 • United States
11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cory's Audio Visual | Oklahoma City | OK | 09/2015 | 09/2020 |
| Wray Ward | Charlotte | NC | 12/2020 | 03/2021 |
| Newton Wealth Management | Charlotte | NC | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-05 |
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