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1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-10 |
| TX | RA | APPROVED | 2024-04-10 |
Branch Locations
1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
Waxhaw, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Loan Pronto | Charlotte | NC | 04/2023 | Present |
| Wyndham Capital Mortgage | Charlotte | NC | 04/2009 | 03/2023 |
| Core Planning | St. Louis | MO | 02/2024 | 04/2024 |
| Nectarine | Waxhaw | NC | 04/2024 | Present |
| Smartpath Financial Education | Waxhaw | NC | 03/2024 | 03/2025 |
Loan Pronto investment-related 800 Westmere Ave. Suite 300, Charlotte, NC 28208 Mortgage Broker Mortgage Loan Originator 04/01/2023 120 hrs/month 80 hours/month during trading help clients with any mortgage needs for residential home purchases or refinances.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-02 |
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