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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-29 |
| NC | RA | APPROVED | 2025-08-13 |
Branch Locations
17505 West Catawba Avenue Suite 300, Cornelius, NC 28031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 09/2012 | 05/2018 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 08/2019 | 01/2025 |
| Central Piedmont Community College | Charlotte | NC | 05/2018 | 08/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 03/2025 | 05/2025 |
| Tiaa | Charlotte | NC | 03/2025 | 05/2025 |
| Southern New Hampshire University | Manchester | NH | 04/2022 | 09/2024 |
| Unemployed | Charlotte | NC | 01/2025 | 03/2025 |
| Morgan Stanley Smith Barney Llc | Cornelius | NC | 07/2025 | Present |
| Homemaker | Charlotte | NC | 06/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-13 |
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