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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-24 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc | Charlotte | NC | 02/2024 | 09/2025 |
| Forestview High School | Gastonia | NC | 08/2015 | 06/2019 |
| Unc Charlotte | Charlotte | NC | 08/2019 | 08/2023 |
| Jia Asian Fusion | Gastonia | NC | 08/2017 | 03/2020 |
| Unemployed | Gastonia | NC | 05/2020 | 11/2020 |
| Jia Asian Fusion | Gastonia | NC | 12/2020 | 03/2024 |
| Millenium One Student Housing | Charlotte | NC | 11/2021 | 04/2022 |
| Vanguard Marketing Corporation | Charlotte | NC | 02/2024 | 09/2025 |
| Tiaa | Charlotte | NC | 10/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-23 |
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