AH
CFA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Advisor Information
Office location
516 North Tryon Street, Suite 200, Charlotte, NC, 28202
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Indexperts, LLC
November 2024 - Present · 1 yr 2 mos
Linden Thomas Advisory Services, LLC
June 2018 - Present · 7 yrs 7 mos
Linden Thomas and Company Securities, LLCBroker
June 2018 - Present · 7 yrs 7 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
April 2016 - June 2018 · 2 yrs 2 mos
Wells Fargo Advisors Financial Network, LLC Broker
April 2016 - June 2018 · 2 yrs 2 mos
Haverford Financial Services, INC.
August 2014 - December 2014 · 4 mos
Haverford Trust Securities, INC.Broker
October 2013 - September 2015 · 1 yr 11 mos
Vanguard Marketing CorporationBroker
September 2013 - October 2013 · 1 mo
AXA Advisors, LLC
August 2012 - November 2012 · 3 mos
AXA Advisors, LLC Broker
August 2011 - November 2012 · 1 yr 3 mos
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.