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Charlotte, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-16 |
Branch Locations
14804 Resolves Lane, Charlotte, NC 28277 • USA
Charlotte, NC • United States
La Grange, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rainmaker Securities, Llc | Tracy | CA | 09/2013 | 02/2018 |
| Children'S Recovery Center | Campbell | CA | 04/2017 | 01/2019 |
| Merit Harbor Capital | Redwood City | CA | 04/2018 | 06/2019 |
| Morgan Stanley | Pleasanton | CA | 06/2019 | 03/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2019 | 03/2021 |
| Aegis Capital Corp | Livermore | CA | 07/2021 | 09/2021 |
| Newbridge Securities Corporation | La Grange | CA | 10/2021 | 03/2023 |
| Newbridge Financial Services Group, Inc | La Grange | CA | 10/2021 | 03/2023 |
| San Joaquin County Ems | Stockton | CA | 09/2017 | Present |
| Supreme Alliance Llc | Charlotte | NC | 08/2023 | Present |
1.) Tax and Mobility Solutions, Ind.; La Grange, CA; Founder, technology start-up related to mobile employees; Start date: 1/2017; not investment related; 20 hours per month; 10 hours per month during trading hours. 2.)Colonial Life - District Manager - 03/03/2025 - 910 Campisi Wy, Suite 1F, Campbell, CA 95008 - 40hrs/mo - 40hrs/mo during Business Hrs - No Business Related - 9am - 5pm - Sales position - only commissions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-14 |
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