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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-12-23 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
Davidson, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vangaurd Marketing Corporation | Charlotte | NC | 01/2023 | 12/2024 |
| Carolina Panthers | Charlotte | NC | 06/1996 | 02/2021 |
| Unemployed | Davidson | NC | 02/2021 | 01/2023 |
| Vanguard Advisers, Inc. | Charlotte | NC | 04/2023 | 12/2024 |
| Tiaa | Charlotte | NC | 12/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 12/2024 | Present |
RENTAL PROPERTY POSITION: Owner NATURE: We purchased a model home and are renting it back to the builder for 12-24 months. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/17/2026 ADDRESS: 13648 Glennmayes Dr., Huntersville NC 28078, United States DESCRIPTION: Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-04 |
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