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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-29 |
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 | 10/2017 |
| Wells Fargo Clearing Services Llc | Charlotte | NC | 04/2018 | 07/2022 |
| American Income Life Insurance Company | Waco | TX | 09/2017 | 01/2018 |
| New York Life Insurance Company | New York | NY | 02/2018 | 03/2018 |
| Truist Investment Services Inc. | Concord | NC | 07/2022 | 09/2023 |
| Truist Advisory Services Inc. | Concord | NC | 07/2022 | 09/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 04/2025 | Present |
| Tiaa | Charlotte | NC | 04/2025 | Present |
| Project Management Institute, Inc. | Charlotte | NC | 10/2023 | 03/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 06/2006 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-22 |
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