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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-05-24 |
| NC | RA | APPROVED | 2024-05-13 |
Branch Locations
121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • United States
Charlotte , NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2021 | 04/2023 |
| Self Employed | Birmingham | AL | 01/2019 | 07/2021 |
| Deposco | Alpharetta | GA | 01/2019 | 07/2019 |
| Fulfyld | Huntsvillle | AL | 10/2017 | 12/2018 |
| Lexmark | Los Angeles | CA | 06/2012 | 10/2017 |
| Vanguard Marketing Corporation | Charlotte | NC | 08/2021 | 04/2023 |
| Vanguard Advisers, Inc. | Charlotte | NC | 10/2021 | 04/2023 |
| Massmutual Life Insurance Co | Charlotte | NC | 05/2023 | 04/2024 |
| Mml Investors Services, Llc | Charlotte | NC | 05/2023 | 04/2024 |
| Voya Financial Advisors | Charlotte | NC | 05/2024 | Present |
RENTAL PROPERTY POSITION: Landlord NATURE: Rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: Charlotte NC 28203, United States DESCRIPTION: Maintain condition of rental.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-15 |
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