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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-06-06 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2018 | 11/2022 |
| Carolina Biological Supply Co. | Burlington | NC | 09/2016 | 07/2018 |
| Moseley Student Center | Elon | NC | 06/2015 | 05/2018 |
| Elon University | Elon | NC | 08/2014 | 05/2018 |
| The Vanguard Group, Inc. | Charlotte | NC | 06/2017 | 08/2017 |
| Doordash | Charlotte | NC | 04/2021 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 11/2022 | 05/2023 |
| Elon University Student Center | Elon | NC | 06/2015 | 05/2018 |
| Wooden Robot Brewery | Charlotte | NC | 06/2019 | 06/2019 |
| Randstad | Charlotte | NC | 05/2017 | 11/2017 |
| Bank Of America, N.A. | Charlotte | NC | 11/2022 | 05/2023 |
| Tiaa | Charlotte | NC | 05/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 05/2023 | Present |
| Vanguard Advisers, Inc | Charlotte | NC | 11/2020 | 11/2022 |
| Vanguard Marketing Corporation | Charlotte | NC | 08/2018 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-05 |
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