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Current Employers
Holderness Investments Co

2102 N. Elm Street Suite C, Greensboro, NC 27408 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-08-25
TX RA APPROVED 2024-08-25
  • NC RA
    APPROVED
    Since 2024-08-25
  • TX RA
    APPROVED
    Since 2024-08-25

Branch Locations

5960 Fairview Road Suite 400, Charlotte, NC 28210 • United States

2102 N. Elm Street Suite C, Greensboro, NC 27408 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Charlotte NC 04/2013 11/2016
Mcshane Partners F/K/A Rinehart Wealth & Investment Advisory Charlotte NC 12/2016 08/2024
Holderness Investments Co. Greensboro NC 08/2024 Present
Waverly Advisors, Llc Charlotte NC 04/2024 08/2024
  • 04/2013 → 11/2016
    The Vanguard Group, Inc.
    Charlotte, NC
  • 12/2016 → 08/2024
    Mcshane Partners F/K/A Rinehart Wealth & Investment Advisory
    Charlotte, NC
  • 08/2024 → Present
    Greensboro, NC
  • 04/2024 → 08/2024
    Charlotte, NC
Previous Registrations
  • 2017-12-04 → 2024-08-12
    Mcshane Partners
    Charlotte, NC
  • 2024-05-03 → 2024-08-12
    Charlotte, NC
    Birmingham, AL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-07-09
  • S63 Uniform Securities Agent State Law Examination
    2013-07-09
Designations

View on SEC IAPD

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