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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-12-10 |
| SC | RA | APPROVED | 2023-03-06 |
Branch Locations
Indian Land, SC • United States
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 10/2018 | Present |
| Tiaa | Charlotte | NC | 10/2018 | Present |
| Vincent Limousine | Astoria | NY | 09/2012 | 10/2018 |
| Credit Suisse Securities (Usa) Llc | New York | NY | 05/1999 | 06/2018 |
(1) UBER POSITION: general employee / driver NATURE: Transportation services INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/27/2019 ADDRESS: 3236 Oulten St., Concord NC 28027, United States DESCRIPTION: Transportation services (2) MEDSPEED POSITION: Driver / Transporter of specimens NATURE: Healthcare Transportation: medical courier - transporting specimens between healthcare facilities INVESTMENT RELATED: No NUMBER OF HOURS: 56 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2020 ADDRESS: 140 W Industrial Dr, Elmhurst IL 60126, United States DESCRIPTION: medical courier - delivering specimens between healthcare facilities (3) AMAZON DELIVERY / HEROES LOGISTICS POSITION: Delivery Driver NATURE: Amazon delivery through Heroes Logistics: package delivery service INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/28/2020 ADDRESS: 8000 Tuckaseegee Rd, Charlotte NC 28214, United States DESCRIPTION: Amazon delivery through Heroes Logistics: package delivery service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-06 |
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