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Elisha Ramone Boyd

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7518214

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Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-08-01
TX RA APPROVED_RES 2024-08-01
  • NC RA
    APPROVED
    Since 2024-08-01
  • TX RA
    APPROVED_RES
    Since 2024-08-01

Branch Locations

1030 Admiral Nelson Ct, Charlotte, NC 28262 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Charlotte NC 05/2022 Present
Johnston & Murphy Charlotte NC 06/2019 05/2022
Michael Kors Charlotte NC 03/2021 08/2022
Johnston & Murphy Norfolk VA 08/2018 06/2019
Kohls Virginia Beach VA 06/2018 08/2018
Virginia Tech Blacksburg VA 07/2014 05/2019
Kohls Roakoke VA 06/2017 08/2018
Michaels Arts And Crafts Blacksburg VA 03/2018 06/2018
Virginia Tech Blacksburg VA 03/2015 03/2018
Johnston And Murphy Charlotte NC 05/2022 Present
E.B. And Associates Llc Charlotte NC 01/2024 Present
Vanguard Marketing Corporation Charlotte NC 05/2022 Present
Vanguard Advisers, Inc. Charlotte NC 07/2024 Present
  • 05/2022 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 06/2019 → 05/2022
    Johnston & Murphy
    Charlotte, NC
  • 03/2021 → 08/2022
    Michael Kors
    Charlotte, NC
  • 08/2018 → 06/2019
    Johnston & Murphy
    Norfolk, VA
  • 06/2018 → 08/2018
    Kohls
    Virginia Beach, VA
  • 07/2014 → 05/2019
    Virginia Tech
    Blacksburg, VA
  • 06/2017 → 08/2018
    Kohls
    Roakoke, VA
  • 03/2018 → 06/2018
    Michaels Arts And Crafts
    Blacksburg, VA
  • 03/2015 → 03/2018
    Virginia Tech
    Blacksburg, VA
  • 05/2022 → Present
    Johnston And Murphy
    Charlotte, NC
  • 01/2024 → Present
    E.B. And Associates Llc
    Charlotte, NC
  • 05/2022 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 07/2024 → Present
    Charlotte, NC
Other Businesses

NAME OF BUSINESS: E.B. AND ASSOCIATES LLC NON-INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: MEN'S FASHION POSITION: OWNER START DATE: 01/2024 APPROXIMATE HOURS/MONTH: 20 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: WARDROBE STYLING, CONSULTING, AND SHOPPING NAME OF BUSINESS: JOHNSTON AND MURPHY NON-INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: RETAIL/SERVICE POSITION: RETAIL SALES ASSOCIATE START DATE: 05/2022 APPROXIMATE HOURS/MONTH: 64 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: SELLING AND MAINTAINING SHOES AND APPAREL

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-23
S63 Uniform Securities Agent State Law Examination 2022-07-08
  • S66 Uniform Combined State Law Examination
    2024-07-23
  • S63 Uniform Securities Agent State Law Examination
    2022-07-08
Other Names
  • Elisha Boyd

View on SEC IAPD

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