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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-10 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
Charlotte, 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Charlotte | NC | 03/2011 | 03/2021 |
| Tiaa | Charlotte | NC | 07/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 07/2023 | Present |
| Bestow | Dallas | TX | 05/2022 | 04/2023 |
| Moss Agency | Charlotte | NC | 06/2021 | 07/2023 |
| Freedom Financial Advantage | Charlotte | NC | 05/2021 | 07/2023 |
| Lpl Financial | Charlotte | NC | 03/2008 | 03/2021 |
(1) MOSS CHEMICAL COMPANY, LLC DBA THE BOSS POSITION: President NATURE: The product is sold to individual consumers, and restaurants. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2021 ADDRESS: Home Address, Charlotte NC 28269, United States DESCRIPTION: Owner (2) JUST IN TIME RESTORATION, LLC POSITION: President NATURE: residential construction and restoration INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2025 ADDRESS: Home Address, Charlotte NC 28269, United States DESCRIPTION: Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-10 |
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