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Charlotte, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-31 |
| CA | RA | APPROVED | 2026-04-10 |
| NY | RA | APPROVED | 2025-08-08 |
| NJ | RA | APPROVED | 2025-02-10 |
| TX | RA | APPROVED | 2024-12-11 |
| NC | RA | APPROVED | 2024-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Charlotte | NC | 05/2016 | 07/2017 |
| Charles Schwab & Co., Inc,. | Charlotte | NC | 07/2017 | 07/2020 |
| Charles Schwab Bank | Charlotte | NC | 07/2017 | 07/2020 |
| The Vanguard Group, Inc. | Charlotte | NC | 07/2020 | 04/2024 |
| The Hourly Advisor Llc | Charlotte | NC | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-17 |
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