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1415 Vantage Park Drive 3Rd Floor, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-11 |
Branch Locations
330 Madison Avenue 35Th Floor, New York, NY 10017 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock Investments, Llc | New York | NY | 08/2023 | 02/2026 |
| Pinnacle Associates | New York | NY | 06/2020 | 08/2020 |
| Goop | New York | NY | 06/2021 | 08/2021 |
| Wayfair | Boston | MA | 06/2022 | 08/2022 |
| Brown University | Providence | RI | 08/2019 | 05/2023 |
| Rumson-Fair Haven Regional High School | Rumson | NJ | 09/2015 | 06/2019 |
| Temple Gourmet | Red Bank | NJ | 06/2018 | 08/2018 |
| Allspring Funds Distributor, Llc. | Charlotte | NC | 03/2026 | Present |
| Allspring Funds Management, Llc. | Charlotte | NC | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-12 |
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