1213 W Morehead St, Suite 508, Charlotte, NC, 28208
Get directionsNo 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 →Ava is a licensed insurance agent providing fixed insurance services since 2022, dedicating about a quarter of her time to this. She is also an Investment Advisor Representative and a Registered Representative with Oakwood Capital Securities, spending about a quarter of her time and a few hours per week, respectively, on these roles.