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Account
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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-25 |
| MA | RA | APPROVED | 2026-06-22 |
| CO | RA | APPROVED | 2026-02-26 |
| WV | RA | APPROVED | 2025-10-17 |
| MN | RA | APPROVED | 2025-09-24 |
| VA | RA | APPROVED | 2025-03-10 |
| NJ | RA | APPROVED | 2025-01-30 |
| DC | RA | APPROVED | 2025-01-08 |
| TX | RA | APPROVED | 2025-01-06 |
| GA | RA | APPROVED | 2024-10-18 |
| SC | RA | APPROVED | 2024-04-24 |
| MD | RA | APPROVED | 2024-04-02 |
| WA | RA | APPROVED | 2024-03-12 |
| CA | RA | APPROVED | 2024-01-30 |
| NY | RA | APPROVED | 2024-01-30 |
| PA | RA | APPROVED | 2024-01-30 |
| NC | RA | APPROVED | 2024-01-02 |
Branch Locations
6115 Park South Drive Suite 200, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2018 | 11/2022 |
| Wpg Financial Group | Baltimore | MD | 05/2017 | 08/2017 |
| Greater Severna Park Athletic | Severna Park | MD | 11/2008 | 02/2017 |
| Clemson University | Clemson | SC | 08/2014 | 05/2018 |
| Stash Wealth | Charlotte | NC | 11/2022 | 11/2023 |
| Guardian Life Insurance Company | Charlotte | NC | 11/2023 | Present |
| Park Avenue Securities Llc | Charlotte | NC | 01/2024 | Present |
1) Outside Insurance, Start Date: 10/1/2025, Address: 6115 Paek S De. #200 Charlotte, NC 28210, 1 total hour per month; 0 during securities trading hours, Investment related, <10% Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-31 |
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