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1415 Vantage Park Drive 3Rd Floor, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-01 |
Branch Locations
1415 Vantage Park Drive 3Rd Floor, Charlotte, NC 28203 • United States
417 E. Chicago Street, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 06/2022 | 06/2025 |
| Circle K Stores, Inc. | Charlotte | NC | 09/2021 | 06/2022 |
| Amazon, Inc. | Charlotte | NC | 11/2019 | 07/2020 |
| Americorps Nccc | Sacramento | CA | 10/2018 | 08/2019 |
| University Of North Carolina At Charlotte | Charlotte | NC | 01/2021 | 12/2022 |
| University Of North Carolina At Wilmington | Wilmington | NC | 09/2020 | 12/2020 |
| Central Piedmont Community College | Charlotte | NC | 01/2020 | 05/2020 |
| Us National Whitewater Center | Charlotte | NC | 06/2021 | 06/2021 |
| Toast Montclair | Montclair | NJ | 07/2018 | 09/2018 |
| Playa Bowls | Montclair | NJ | 05/2018 | 08/2018 |
| Playa Bowls | Montclair | NJ | 05/2017 | 08/2017 |
| William Paterson University | Wayne | NJ | 11/2017 | 03/2018 |
| William Paterson University | Wayne | NJ | 08/2017 | 05/2018 |
| Habitat For Humanity | Charlotte | NC | 08/2019 | 10/2019 |
| Penn State University | State College | PA | 06/2016 | 04/2017 |
| The Vanguard Group, Inc. | Charlotte | NC | 06/2025 | 03/2026 |
| Allspring Funds Distributor, Llc. | Charlotte | NC | 03/2026 | Present |
| Allspring Funds Management, Llc. | Charlotte | NC | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-24 |
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