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2825 South Blvd. Suite 350, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-24 |
Branch Locations
2825 South Blvd. Suite 350, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 07/2021 | 03/2022 |
| Elon University Campus Recreation And Wellness | Elon | NC | 08/2017 | 05/2021 |
| Delta Dental Of New Jersey And Connecticut | Parsippany | NJ | 05/2019 | 08/2019 |
| Paragon Partners Asia | Shanghai | 09/2019 | 12/2019 | |
| Hightower Advisors | New York | NY | 05/2020 | 12/2020 |
| Morris Knolls High School | Denville | NJ | 09/2013 | 06/2017 |
| Kafe Mozart | Morris Plains | NJ | 06/2016 | 01/2017 |
| Hansel N' Griddle | Denville | NJ | 02/2017 | 08/2017 |
| Acme Markets | Morris Plains | NJ | 05/2018 | 08/2018 |
| Unemployed | Elon | NC | 08/2017 | 05/2018 |
| Elon University | Elon | NC | 08/2017 | 05/2021 |
| Dimensional Fund Advisors | Charlotte | NC | 03/2022 | 12/2025 |
| Strathmore Capital Advisors, Inc. | Charlotte | NC | 01/2026 | Present |
Anthropologie;Investment Related - No; 2000 South Blvd, Unit 200 Charlotte, NC 28203;Retail;Sales Associate;Sales Associate;7/11/2025;15;0;Seasonal Retail Sales Associate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-12 |
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