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Charlotte, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Advisers, Inc | Charlotte | NC | 08/2014 | 01/2026 |
| Totem Wealth Management Llc | Charlotte | NC | 01/2026 | Present |
1) Rental Property; Investment-related; Spartanburg, SC. 29301; Rental property (sole proprietorship); Owner; 2/14/2024; 3 hours per mont; 0 during trading hours; Maintain property and rent to long term tenants 2) Mathis Short Term Rental Property; Not investment-related; Charlotte, NC. 28208; Rental property (sole proprietorship); Owner; 5 hours per month; 0 during trading hours; Maintain the property, purchase supplies, support guests
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-09-11 |
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