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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-17 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
150 W. Main Street Suite 1500, Norfolk, VA 23510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Laurel Wealth Advisors, Llc | Charlotte | NC | 02/2022 | 02/2025 |
| Vulcan Materials Company | Charlotte | NC | 06/2016 | 04/2017 |
| Choate Construction Company | Charlotte | NC | 04/2017 | 02/2022 |
| Cerity Partners Llc | New York | NY | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-23 |
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