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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-11 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
Mooresville, NC • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Funky Artist | Independence | MO | 01/2015 | Present |
| Computershare | College Station | TX | 03/2021 | 05/2021 |
| Appleone | Overland Park | KS | 05/2021 | 07/2021 |
| Principal Funds Distributor, Inc | Des Moines | IA | 08/2021 | 02/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 03/2022 | Present |
| Tiaa | Charlotte | NC | 03/2022 | Present |
THE FUNKY ARTIST POSITION: Owner and Designer NATURE: Graphic Design/Custom Gifts/Advertising Specialties INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: Home Address, Mooresville NC 28115, United States DESCRIPTION: I design, layout and make custom gifts primarily on Etsy
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-12 |
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