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2825 South Boulevard Suite 440, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-08 |
Branch Locations
2825 South Boulevard Suite 440, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref | Charlotte | NC | 02/2005 | 01/2018 |
| Vanguard Marketing Corporation | Charlotte | NC | 02/2018 | 04/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 04/2019 | 08/2020 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 09/2020 | 06/2021 |
| Novare Capital Management, Llc. | Charlotte | NC | 06/2021 | 09/2023 |
| Cf Parks | Salisbury | NC | 10/2023 | 03/2024 |
| Novare Capital Management, Llc. | Charlotte | NC | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-12-29 |
| S65 | Uniform Investment Adviser Law Examination | 2020-12-03 |
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