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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-15 |
| NC | RA | APPROVED | 2023-10-26 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Charlotte | NC | 10/2017 | 06/2018 |
| Robert Half International | Charlotte | NC | 06/2017 | 09/2017 |
| Peoplease | Mount Pleasant | SC | 06/2016 | 06/2017 |
| Park Avenue Securities, Llc | Charlotte | NC | 10/2017 | 06/2018 |
| Wells Fargo Clearing Services | Charlotte | NC | 07/2018 | 03/2019 |
| Mpay | Huntersville | NC | 03/2019 | 03/2020 |
| Intercarolina Financial Services, Inc. | Greensboro | NC | 04/2019 | 10/2020 |
| Ubs Financial Services Inc. | Charlotte | NC | 03/2020 | 07/2021 |
| Team Charlotte Swimming | Charlotte | NC | 07/2016 | 06/2018 |
| Fidelity Investments Llc | Charlotte | NC | 07/2021 | 10/2023 |
| Fidelity Brokerage Services Llc | Charlotte | NC | 07/2021 | 10/2023 |
| Fidelity Personal And Workplace Advisors | Charlotte | NC | 09/2021 | 10/2023 |
| Tiaa | Charlotte | NC | 10/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-10 |
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