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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-05 |
Branch Locations
8500 Andrew Carnegie Blvd Charlotte Trac, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Hickory Country Club | Hickory | NC | 05/2014 | 12/2020 |
| Everett Chevrolett | Hickory | NC | 01/2017 | 06/2017 |
| Merchants Distributors Inc | Hickory | NC | 07/2017 | 05/2020 |
| Nolan Transportation Group | Hickory | NC | 12/2019 | 03/2020 |
| Wells Fargo | Fort Mill | SC | 06/2020 | 10/2020 |
| Amazon | Clearwater | FL | 01/2021 | 12/2021 |
| General Nutrition Company | Hickory | NC | 09/2016 | 10/2018 |
| Wade Hampton Golf Club | Cashiers | NC | 09/2018 | 10/2019 |
| Fisher Investments | Tampa | FL | 10/2020 | 06/2024 |
| Ubs Financial Services, Inc | Charlotte | NC | 07/2024 | 03/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 03/2025 | 01/2026 |
| Randstad | Charlotte | NC | 11/2019 | 12/2019 |
| Cnb Group Enterprises | Clearwater | FL | 01/2022 | 04/2022 |
| Western Carolina University | Hickory | NC | 08/2018 | 05/2020 |
| Bank Of America, N.A. | Charlotte | NC | 03/2025 | 01/2026 |
| Tiaa | Charlotte | NC | 01/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 01/2026 | Present |
Name: Uber Technologies Position: contractor Nature: Rideshare contractor driving Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 01/20/2025 Address: 1725 3rd Street, San Francisco CA 94158, United States Description: rideshare
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-19 |
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