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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-31 |
| NC | RA | APPROVED | 2024-01-31 |
| TX | RA | APPROVED | 2024-01-31 |
Branch Locations
8307 University Executive Park Dr Suite 252, Charlotte, NC 28262 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cardinal Advisors | Charlotte | NC | 07/2017 | Present |
| Wells Fargo | Charlotte | NC | 03/2015 | 07/2017 |
As an Insurance Advisor, I handle Medicare, LTC, annuity, and life insurance consultations and sales. This began in 09/2017. I devote 160 hours/month to these other business activities.
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