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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-13 |
| AZ | RA | APPROVED | 2026-08-12 |
| MI | RA | APPROVED | 2026-08-06 |
| OK | RA | APPROVED | 2026-08-06 |
| TX | RA | APPROVED_RES | 2026-08-05 |
| VA | RA | APPROVED | 2026-08-05 |
| CA | RA | APPROVED | 2026-08-04 |
| NC | RA | APPROVED | 2026-08-04 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
107 Kilson Dr Suite 206, Mooresville, NC 28117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Charlotte | NC | 05/2024 | 04/2025 |
| Better Way Landscaping | Rock Hill | SC | 11/2022 | 05/2024 |
| Xpo Logistics | Charlotte | NC | 04/2022 | 11/2022 |
| Lincoln Harris | Charlotte | NC | 10/2018 | 04/2022 |
| Coca-Cola Bottling Company Consolidated | Charlotte | NC | 10/2015 | 09/2018 |
| Infinite Wealth Advisors Llc | Mooresville | NC | 04/2025 | Present |
| Namcoa | Mooresville | NC | 04/2025 | 07/2026 |
| Integrity Advisory Solutions | Moorsville | NC | 08/2026 | Present |
Infinite Wealth Advisors; Not Investment related; 107 Kilson Dr, Suite 206, Mooresville, NC 28117; Insurance Insurance and Annuities; Employee; 04/01/2025; 80 hours per month; 80 hours during security hours; Financial planning and insurance/annuities for clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-25 |
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