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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-03 |
| NC | RA | APPROVED | 2025-09-12 |
Branch Locations
6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 05/2024 | 06/2025 |
| State Farm | Clemson | SC | 05/2023 | 01/2024 |
| Stylexchange | Charleston | SC | 08/2020 | 12/2020 |
| Clemson University Athletics | Clemson | SC | 01/2022 | 01/2024 |
| New Canaan Toy Store | New Canaan | CT | 03/2019 | 03/2020 |
| New Canaan Inn | New Canaan | CT | 03/2019 | 03/2019 |
| Clemson University | Clemson | SC | 01/2021 | 05/2024 |
| New Canaan High School | New Canaan | CT | 08/2016 | 06/2020 |
| Morgan Stanley | Charlotte | NC | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-29 |
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