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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-17 |
Branch Locations
110 East Blvd. Suite 2100, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2021 | 08/2022 |
| Signature Consultants | Charlotte | NC | 01/2021 | 05/2021 |
| The Village Tavern | Charlotte | NC | 07/2020 | 12/2020 |
| The Cornwell Center | Charlotte | NC | 12/2019 | 04/2020 |
| Queens University Of Charlotte | Charlotte | NC | 08/2018 | 11/2019 |
| Queens University Of Charlotte | Charlotte | NC | 08/2017 | 05/2021 |
| Dobyns Bennett High School | Kingsport | TN | 08/2013 | 07/2017 |
| The Vanguard Group, Inc. | Charlotte | NC | 08/2022 | 05/2024 |
| Linden Thomas And Company Securities, Llc | Charlotte | NC | 05/2024 | 06/2026 |
| Linden Thomas Advisory Services Llc | Charlotte | NC | 05/2024 | 06/2026 |
| Schwab Wealth Advisory, Inc. | Charlotte | NC | 06/2026 | Present |
| Charles Schwab & Co., Inc. | Charlotte | NC | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-24 |
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