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7200 Wisconsin Avenue Suite 500, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-06 |
| MD | RA | APPROVED | 2026-02-05 |
Branch Locations
7200 Wisconsin Avenue Suite 500, Bethesda, MD 20814 • United States
Charlotte, NC • United States
1 disclosure category 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 04/2011 | 07/2022 |
| Pnc | Charlotte | NC | 07/2022 | 11/2025 |
| Glassy Mountain Advisors, Inc. | Bethesda | MD | 01/2026 | Present |
SouthPark Mahjong, non investment related, 3531 Johnny Cake Ln, Charlotte, NC 28226, Mahjong Consulting, Owner, 10/2024, 40 hours a month, 0, Mahjong instruction, event planning, design.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-29 |
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