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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-28 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Winston-Salem | NC | 06/2018 | 06/2021 |
| State Farm | Winston-Salem | NC | 06/2017 | 08/2017 |
| Ymca | Raleigh | NC | 04/2015 | 05/2017 |
| Winston-Salem State University | Winston-Salem | NC | 08/2016 | 05/2018 |
| Morgan Stanley Private Bank, N.A. | Winston-Salem | NC | 08/2018 | 06/2021 |
| The Vanguard Group, Inc. | Charlotte | NC | 10/2021 | 04/2026 |
| Unemployed | Charlotte | NC | 06/2021 | 10/2021 |
| Charles Schwab & Co., Inc. | Charlotte | NC | 04/2026 | Present |
| Schwab Wealth Advisory, Inc. | Charlotte | NC | 04/2026 | Present |
NAME OF BUSINESS: Payne Rental Properties, LLC INVESTMENT RELATED ADDRESS (city/state): Charlotte, NC NATURE OF BUSINESS: Rental Property POSITION: Owner START DATE: 07/2023 APPROX. HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-29 |
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