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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
| SC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 06/2018 | 10/2018 |
| Tiaa | Charlotte | NC | 06/2018 | 10/2018 |
| Monster Energy | Pineville | NC | 05/2017 | 02/2019 |
| Garage | Pineville | NC | 07/2016 | 05/2017 |
| Winthrop University (Small Business Development Center) | Rock Hill | SC | 01/2017 | 05/2018 |
| Winthrop University (Mba Office) | Rock Hill | SC | 08/2016 | 12/2016 |
| Winthrop University | Rock Hill | SC | 08/2012 | 12/2017 |
| Wells Fargo Clearing Services | Charlotte | NC | 01/2019 | 02/2021 |
| Kate Spade | Charlotte | NC | 11/2018 | 08/2019 |
| Principal Life Insurance | Charlotte | NC | 02/2021 | 09/2021 |
| Principal Securities Inc | Charlotte | NC | 03/2021 | 09/2021 |
| J.P. Morgan Securities Llc | Washington | DC | 10/2021 | 07/2023 |
| Jp Morgan Chase Bank, N.A. | Washington | DC | 09/2021 | 07/2023 |
| Fidelity Investments | Charlotte | NC | 08/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-01 |
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