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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-20 |
| TX | RA | APPROVED | 2023-06-16 |
Branch Locations
6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 12/2021 | 04/2023 |
| Baylor University School Of Law | Waco | TX | 08/2021 | 11/2021 |
| Jackson Law Pc | Raleigh | NC | 08/2020 | 07/2021 |
| Point Me To The Water Llc | Holly Springs | NC | 04/2021 | 08/2021 |
| Unemployed | Holly Springs | NC | 05/2020 | 08/2020 |
| Nc State University | Raleigh | NC | 08/2017 | 05/2020 |
| Nc State University Chancellor's Office | Raleigh | NC | 12/2018 | 05/2020 |
| Aspsa Nc State University | Raleigh | NC | 08/2019 | 12/2019 |
| Kraft Ymca | Apex | NC | 05/2017 | 08/2017 |
| University Of Mary Washington | Fredericksburg | VA | 08/2016 | 05/2017 |
| Blast Public Relations | Raleigh | NC | 05/2019 | 08/2019 |
| Point Me To The Water, Llc | Holly Springs | NC | 01/2022 | 03/2022 |
| Morgan Stanley | Charlotte | NC | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-07 |
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