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Charlotte, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-22 |
| MI | RA | APPROVED | 2024-10-04 |
| AZ | RA | APPROVED | 2024-09-13 |
Branch Locations
14804 Resolves Lane, Charlotte, NC 28277 • USA
Charlotte, NC • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sage Point Financial | Tempe | AZ | 02/2009 | 09/2023 |
| Osaic Wealth, Inc. | Tempe | AZ | 09/2023 | 12/2023 |
| Stirlingshire Investments | Nyc | NY | 12/2023 | 07/2024 |
| Supreme Alliance Llc | Charlotte | NC | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-10 |
| S65 | Uniform Investment Adviser Law Examination | 1995-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-04 |
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