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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-07 |
Branch Locations
5307 Carolina Beach Rd, Wilmington, NC 28412 • United States
3709 Oleander Sr, Wilmington, NC 28403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Advisers, Inc. | Greenwood Village | CO | 10/2015 | 07/2017 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 10/2017 | 11/2019 |
| Charles Schwab Bank | Lone Tree | CO | 10/2017 | 11/2019 |
| T Rowe Price | Colorado Springs | CO | 11/2019 | 10/2023 |
| Empower Financial Services, Inc | Greenwood Village | CO | 11/2023 | 07/2025 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 11/2023 | 07/2025 |
| Pnc Wealth Management | Wilmington | NC | 03/2026 | Present |
| Unemployed | Wilmington | NC | 07/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-07 |
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