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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-21 |
Branch Locations
11325 North Community House Road Suite 600, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 07/2023 | 10/2024 |
| Linville Ridge Country Club | Linville | NC | 08/2022 | 06/2023 |
| First Citizens Bank | Asheville | NC | 06/2021 | 08/2022 |
| State Farm | Candler | NC | 10/2019 | 10/2020 |
| Urban Outfitters | Asheville | NC | 05/2017 | 05/2018 |
| Appalachian State | Boone | NC | 08/2019 | 05/2023 |
| First Residential Services | Biltmore Lake | NC | 01/2017 | 05/2019 |
| Ubs Financial Services | Charlotte | NC | 10/2024 | Present |
| Student At Enka | Asheville | NC | 01/2014 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-12 |
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