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Peachtree City, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-08-15 |
| NC | RA | APPROVED | 2025-07-26 |
Branch Locations
Wilmington, NC • United States
Peachtree City, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Charlotte | NC | 08/2019 | 05/2023 |
| Unc Chapel Hill | Chapel Hill | NC | 08/2015 | 05/2019 |
| Rvo Health | Fort Mill | SC | 05/2023 | 05/2025 |
| Pandowealth. Llc | Wilmington | NC | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-13 |
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