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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-09 |
Branch Locations
300 S Tryon St, Charlotte, NC 28202 • United States
Charlotte, NC • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nolan Transportation Group | Charlotte | NC | 01/2017 | 04/2017 |
| United Way | Charlotte | NC | 06/2017 | 12/2017 |
| Truist Bank | Charlotte | NC | 10/2018 | 11/2021 |
| Truist Investment Services, Inc | Charlotte | NC | 11/2021 | 02/2024 |
| Unemployed | Charlotte | NC | 01/2018 | 10/2018 |
| The Vanguard Group, Inc. | Charlotte | NC | 04/2024 | 01/2026 |
| Clemson University | Greenville | SC | 08/2015 | 12/2016 |
| Vanguard Marketing Corporation | Charlotte | NC | 04/2024 | 01/2026 |
| Ameriprise Financial Services, Llc | Charlotte | NC | 01/2026 | Present |
| Unemployed | Charlotte | NC | 02/2024 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-01 |
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