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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-02 |
Branch Locations
6115 Park South Drive Suite 200, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consolidated Planning Holdings, Inc. | Charlotte | NC | 08/2024 | 04/2026 |
| Meowtel | Charlotte | NC | 07/2024 | 04/2026 |
| Best Friends Animal Society | Charlotte | NC | 02/2023 | 06/2024 |
| South Mecklenburg High School | Charlotte | NC | 01/2016 | 05/2017 |
| North Carolina State University | Charlotte | NC | 08/2017 | 05/2021 |
| South Park Animal Hospital | Charlotte | NC | 06/2021 | 11/2021 |
| Meowtel | Los Angeles | CA | 08/2023 | 06/2024 |
| N/A | Charlotte | NC | 12/2021 | 01/2023 |
| Park Avenue Securities | Charlotte | NC | 04/2026 | Present |
| Guardian Life Insurance Company | Charlotte | NC | 04/2026 | Present |
Meowtel - Cat Sitter 06/01/2023 1111B S Governors Ave #3554, Dover, DE 19904 10 hours per month 0 During securities trading hours Not investment related Annual Percentage less than 10%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-24 |
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