Alexandria Maria Haden

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2023-05-05

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
University Of North Carolina At Wilmington	Wilmington	NC	08/2015	05/2019
Valic Financial Advisors, Inc	Raleigh	NC	05/2019	07/2021
Fidleity Investments	Charlotte	NC	07/2021	03/2023
Tiaa-Cref Individual & Institutional Services, Llc	Charlotte	NC	04/2023	Present
Tiaa	Charlotte	NC	04/2023	Present
Unemployed	Charlotte	NC	06/2019	07/2019
Fidelity Personal And Workplace Advisors	Charlotte	NC	08/2021	03/2023
Fidelity Brokerage Services, Llc	Charlotte	NC	07/2021	03/2023
Aig Retirement Services	Raleigh	NC	08/2019	07/2021

08/2015 → 05/2019

University Of North Carolina At Wilmington

Wilmington, NC
05/2019 → 07/2021

Valic Financial Advisors, Inc

Raleigh, NC
07/2021 → 03/2023

Fidleity Investments

Charlotte, NC
04/2023 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Charlotte, NC
04/2023 → Present

Tiaa

Charlotte, NC
06/2019 → 07/2019

Unemployed

Charlotte, NC
08/2021 → 03/2023

Fidelity Personal And Workplace Advisors

Charlotte, NC
07/2021 → 03/2023

Fidelity Brokerage Services, Llc

Charlotte, NC
08/2019 → 07/2021

Aig Retirement Services

Raleigh, NC

2021-08-20 → 2023-03-30

Fidelity Personal And Workplace Advisors

Jacksonville, FL
2019-07-13 → 2021-07-23

Valic Financial Advisors, Inc.

Durham, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-07-13