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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Financial Services, Inc. | Charlotte | NC | 07/2015 | 03/2017 |
| Mml Investors Services, Llc | Charlotte | NC | 03/2017 | 06/2019 |
| Unemployed | Huntersville | NC | 06/2019 | 12/2019 |
| Innovation Partners Llc | Charlotte | NC | 12/2019 | 08/2021 |
| Tiaa | Charlotte | NC | 08/2021 | 12/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 08/2021 | 12/2025 |
| Truist Investment Services, Inc. | Charlotte | NC | 01/2026 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 01/2026 | Present |
R MEAL PRODUCTION POSITION: Music Producer and Songwriter NATURE: Independent music writing, audio production, and digital media content creation. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/12/2026 ADDRESS: Charlotte NC, United States DESCRIPTION: I independently write, produce, and distribute original music content as a personal creative projects outside of business hours. Activities may include songwriting, audio production, digital content creation, and online distribution through streaming and social media platform.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-14 |
| S66 | Uniform Combined State Law Examination | 2008-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-20 |
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