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Huntersville, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2017 | 07/2019 |
| Acopia Home Loans | Charlotte | NC | 11/2016 | 08/2017 |
| Peninsula Club | Cornelius | NC | 05/2015 | 11/2016 |
| American Airlines | Charlotte | NC | 02/2018 | 04/2019 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2019 | 03/2021 |
| Fidelity Investments | Phoenix | AZ | 03/2021 | 08/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 08/2025 |
| Aerden Llc | Huntersville | NC | 08/2025 | Present |
Name of other business: Down to Invest (digital media brand) Is the business investment-related? No Address of the other business: 13243 Fremington Rd. Huntersville, NC 28078 Nature of the other business: Digital media content creation and general financial education Your position / title / relationship: Owner and Content Creator Start date of your relationship: Aug 2025 Approximate number of hours per month devoted: 40 hours per month Number of hours during securities trading hours: 0 hours Creation of general financial education and informational content for the public through digital and social media platforms. This activity is non-advisory, non-individualized, and does not involve the provision of investment advice or the solicitation or servicing of advisory clients. Appropriate disclosures are provided to distinguish educational content from fiduciary advisory services offered by Aerden LLC. Name of other business: Licensed Insurance Agent (individual capacity) Is the business investment-related? No Address of the other business: 13243 Fremington Rd. Huntersville, NC 28078 Nature of the other business: Holding of an active insurance license in an individual capacity Position / title / relationship: Licensed Insurance Agent Start date of relationship: Nov 2024 Approximate number of hours per month devoted: 0 hours Number of hours during securities trading hours: 0 hours Maintains an active insurance license in an individual capacity. Any insurance-related activities are conducted separately from Aerden LLC and are not offered through or in connection with the Firm's investment advisory services. Aerden LLC does not sell insurance products, and no insurance recommendations are made as part of the Firm's fiduciary advisory services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-20 |
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