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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-21 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 06/2006 | 05/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 06/2006 | 05/2022 |
| Lpl Financial Llc | Charlotte | NC | 05/2022 | 11/2022 |
| Fidelity Investments | Merrimack | NH | 05/2023 | 08/2023 |
| Wells Fargo/Associate Staffing | Charlotte | NC | 02/2023 | 05/2023 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 05/2023 | 08/2023 |
| Tiaa | Charlotte | NC | 01/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 01/2024 | Present |
| Unemployed | Charlotte | NC | 11/2022 | 02/2023 |
| Unemployed | Charlotte | NC | 08/2023 | 01/2024 |
(1) Name: Rich Beards, LLC Position: Owner Nature: Men's grooming cosmetics i.e. beard oil, shampoo, conditioner. Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 07/01/2023 Address: 5540 Centerview Dr ste 204, Raleigh NC 27606, United States Description: Selling cosmetics online (2) Name: Self - Music DJ Position: DJ Nature: DJ Investment Related: No Hours: 16 Securities Trading Hours: 0 Start Date: 03/16/2014 Address: Home Address, Charlotte NC 28269, United States Description: Play music for audience. (3) INSTACART POSITION: Personal Shopper NATURE: Food Delivery INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/29/2024 ADDRESS: 50 Beale St #600, San Francisco CA 94105, United States DESCRIPTION: Food pick up & delivery (4) MANAGEMINT, INC POSITION: Consultant NATURE: Business Operations, Organizational Development. Leadership Development INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2024 ADDRESS: 305 Trilith Pkwy, Ste 300 1738, Fayetteville GA 30214, United States DESCRIPTION: consultant, training, workshops
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-12 |
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