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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-06 |
Branch Locations
1525 West Wt Harris Blvd Bldg 3 - 3Rd Fl, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 09/2022 | Present |
| Midwood Smokehouse | Charlotte | NC | 07/2022 | 01/2023 |
| Olly Olly | Charlotte | NC | 01/2022 | 04/2022 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2018 | 12/2021 |
| East Carolina University | Greenville | NC | 08/2017 | 05/2018 |
| Mcdonald's | Fort Mill | SC | 07/2016 | 01/2019 |
| Rise Marketing Inc | Charlotte | NC | 10/2020 | 02/2021 |
| Midwood Smokehouse | Charlotte | NC | 08/2018 | 12/2019 |
| 24 Hour Fitness | Englewood | CO | 01/2020 | 04/2020 |
| Midwood Smokehouse | Huntersville | NC | 09/2020 | 08/2021 |
| Neighbor | Provo | UT | 08/2021 | 12/2021 |
| Ardrey Kell High School | Charlotte | NC | 08/2013 | 06/2017 |
| Wells Fargo Clearing Services | Charlotte | NC | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-30 |
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