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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| AL | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED_RES | 2025-08-15 |
| NC | RA | APPROVED | 2023-07-27 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
Monroe, 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 |
|---|---|---|---|---|
| Us Army National Guard | Fort Mill | SC | 06/2008 | 04/2018 |
| E*Trade Securities Llc | Charlotte | NC | 11/2015 | 01/2020 |
| E*Trade Capital Management Llc | Charlotte | NC | 11/2015 | 01/2020 |
| Edward Jones | Monroe | NC | 01/2020 | 07/2023 |
| Harrisdirect, Llc | Charlotte | NC | 11/2015 | 01/2020 |
| Tiaa | Charlotte | NC | 07/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-28 |
| S66 | Uniform Combined State Law Examination | 2008-08-14 |
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