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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-01 |
Branch Locations
5425 Page Road Suite 220, Durham, NC 27703 • United States
Durham, 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 |
|---|---|---|---|---|
| Tiaa | Durham | NC | 06/2016 | 12/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Durham | NC | 06/2016 | 10/2020 |
| Wells Fargo Clearing Services, Llc | Chapel Hill | NC | 11/2020 | 07/2021 |
| Fidelity Investments | Durham | NC | 07/2021 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chapel Hill | NC | 04/2022 | 02/2023 |
| Bank Of America, N.A. | Chapel Hill | NC | 04/2022 | 02/2023 |
| Fidelity Brokerage Services Llc | Durham | NC | 07/2021 | 03/2022 |
| Fidelity Personal And Workplace Advisors | Durham | NC | 09/2021 | 03/2022 |
| Wells Fargo Advisors, Llc | Chapel Hill | NC | 11/2020 | 07/2021 |
| Tiaa | Durham | NC | 02/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Durham | NC | 02/2023 | Present |
(1) Name: Rental Property Position: Co-owner Nature: Rental property Investment Related: Yes Hours: 0 Securities Trading Hours: 0Start Date: 02/01/2000 Address: 809 Firebrick Dr., Cary NC 27519, United States Description: Rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-18 |
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