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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-04 |
Branch Locations
8500 Andrew Carnegie Blvd Charlotte Trac, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Charlotte | NC | 07/2017 | 04/2025 |
| Leatherman Golf And Learning Center | Charlotte | NC | 04/2016 | 12/2020 |
| Elevation Church | Charlotte | NC | 01/2017 | 04/2017 |
| Vanguard Advisers, Inc. | Charlotte | NC | 02/2019 | 12/2024 |
| Tiaa | Charlotte | NC | 04/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 04/2026 | Present |
| Unemployed | Charlotte | NC | 04/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-23 |
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