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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-11 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weddington High School | Matthews | NC | 08/2015 | 06/2019 |
| University Of South Carolina | Columbia | SC | 08/2019 | 05/2023 |
| Northwestern Mutual | Columbia | SC | 05/2021 | 02/2022 |
| Self Employed | Charlotte | NC | 06/2022 | 08/2022 |
| The Vanguard Group, Inc | Charlotte | NC | 07/2023 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 12/2024 | 01/2026 |
| Bank Of America, N.A. | Charlotte | NC | 12/2024 | 01/2026 |
| Vanguard Advisers, Inc. | Charlotte | NC | 10/2023 | 12/2024 |
| Vanguard Marketing Corporation | Charlotte | NC | 07/2023 | 12/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 02/2026 | Present |
| Tiaa | Charlotte | NC | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-02 |
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