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Inactive

Gregory Scott Vezzosi

Bna Wealth

Rock Hill, SC

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Current Employers
Bna Wealth

596 Herrons Ferry Road Suite 300, Rock Hill, SC 29730 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-11-29
SC RA APPROVED 2024-11-29
  • NC RA
    APPROVED
    Since 2024-11-29
  • SC RA
    APPROVED
    Since 2024-11-29

Branch Locations

596 Herrons Ferry Road Suite 300, Rock Hill, SC 29730 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co, Inc. Huntersville NC 07/2015 05/2023
Charles Schwab & Co, Inc. Huntersville NC 07/2015 05/2023
Tiaa Charlotte NC 06/2023 11/2024
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 06/2023 11/2024
Bna Wealth Rock Hill SC 11/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-10
  • S66 Uniform Combined State Law Examination
    2015-12-10
Designations
Other Names
  • Scott Vezzosi
  • Gregory Scott Vezzosi
  • Gregory S Vezzosi

View on SEC IAPD

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Other Offices

EDWARD JONES · Rock Hill, SC
INTENTIONAL · FORT MILL, SC
ADVISORY SERVICES NETWORK · Fort Mill, SC
LPL FINANCIAL LLC · FORT MILL, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
EDWARD JONES · FORT MILL, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC

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