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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-05-22 |
Branch Locations
5425 Page Road Suite 220, Durham, NC 27703 • United States
Cornelius, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alphastar Capital Management, Llc | Cornelius | NC | 09/2015 | 12/2020 |
| Primark Capital | Cornelius | NC | 02/2021 | 04/2023 |
| Foreside Financial Services, Llc | Cornelius | NC | 04/2021 | 04/2023 |
| Tiaa | Durham | NC | 04/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Durham | NC | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-02 |
| S66 | Uniform Combined State Law Examination | 2010-03-24 |
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