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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-18 |
Branch Locations
Indian Trail, NC • United States
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa | Colorado Springs | CO | 03/2009 | 04/2019 |
| Fidelity Investments | Greenwood Village | CO | 06/2019 | 07/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 08/2025 | Present |
| Tiaa | Charlotte | NC | 08/2025 | Present |
| Unemployed | Colorado Springs | CO | 04/2019 | 06/2019 |
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 06/2019 | 07/2025 |
| Strategic Advisers Llc | Greenwood Village | CO | 03/2025 | 07/2025 |
| Fidelity Personal And Workplace Advisors | Greenwood Village | CO | 08/2019 | 03/2025 |
| Usaa Investment Management Company | Colorado Springs | CO | 02/2014 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-02 |
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