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1920 Abbott St. Ste. 300, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-10-26 |
| TX | RA | APPROVED | 2023-10-26 |
Branch Locations
1920 Abbott St. Ste. 300, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 07/2015 | 06/2023 |
| Guardian Life Insurance Company | Charlotte | NC | 07/2023 | 09/2023 |
| Park Avenue Securities Llc | Charlotte | NC | 07/2023 | 09/2023 |
| Greenway Wealth Advisors, Llc | Charlotte | NC | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-08-13 |
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