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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2015-07-16 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
Cramerton, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Carolina Air National Guard | Charlotte | NC | 06/2010 | 02/2017 |
| Tiaa | Charlotte | NC | 03/2015 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 03/2015 | Present |
ILLUSION DANCE TROUP POSITION: parent volunteer NATURE: My daughter dances for a studio in Belmont, NC (Dance Specialties). The studio has a Non-Profit (operates under original name, Illusion Dance Troup). Through the Non-Profit, they work concessions stands at PNC Pavilion in Charlotte for concerts. Any proceeds can be utilized specifically for dance costs by submitting a receipt to the Non-profit and cannot take proceeds over and beyond what is paid for dance. The first concert will be May 12, but this is likely something that I would utilize year after year given my daughter(s) are just getting started in dance. The concerts would primarily be weekend, some during the week, but all after working hours and is completely voluntary. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/12/2023 ADDRESS: PO Box, Belmont NC 28056, United States DESCRIPTION: Concessions for Illusion Dance Troup a non-profit organization
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-07 |
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