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1415 Vantage Park Drive 3Rd Floor, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-11 |
Branch Locations
1415 Vantage Park Drive, Charlotte, NC 28203 • 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 | 04/2025 | 03/2026 |
| Middlebury College | Middlebury | VT | 09/2020 | 02/2025 |
| Alliancebernstein Holding L.P. | Nashville | TN | 06/2023 | 08/2023 |
| Cerge-Ei | Prague | 02/2023 | 05/2023 | |
| Swim Club Management Group | Charlotte | NC | 06/2021 | 08/2021 |
| Swim Club Management Group | Charlotte | NC | 06/2020 | 08/2020 |
| Charlotte Latin School | Charlotte | NC | 08/2017 | 05/2020 |
| Ardrey Kell High School | Charlotte | NC | 08/2016 | 06/2017 |
| Vanguard Marketing Corporation | Charlotte | NC | 04/2025 | 03/2026 |
| Allspring Funds Distributor, Llc | Charlotte | NC | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-03 |
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