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2825 South Boulevard Suite 440, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-28 |
Branch Locations
2825 South Boulevard Suite 440, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 01/2022 | 12/2022 |
| The Vanguard Group, Inc. | Charlotte | NC | 02/2009 | 12/2021 |
| Vanguard Advisers, Inc. | Charlotte | NC | 10/2019 | 12/2022 |
| Retired | N/A | NC | 01/2023 | 04/2025 |
| Novare Capital Management, Llc | Charlotte | NC | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-11-22 |
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