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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-06 |
Branch Locations
227 W. Trade Street Suite 1100, Charlotte, NC 28202 • United States
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • 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 | 07/2022 | 03/2025 |
| Tiaa | Charlotte | NC | 07/2022 | 03/2025 |
| Ubs Financial Firm Inc. | Charlotte | NC | 03/2020 | 04/2021 |
| North Raleigh Christian Academy | Raleigh | NC | 08/2014 | 06/2018 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2018 | 05/2022 |
| Cooke Rentals | Charlotte | NC | 08/2021 | 05/2022 |
| Tiaa | Charlotte | NC | 05/2021 | 08/2021 |
| Unemployed | Charlotte | NC | 05/2022 | 07/2022 |
| Pool Professionals | Raleigh | NC | 05/2014 | 08/2018 |
| Focus Partners Wealth, Llc | Boston | MA | 04/2025 | 04/2026 |
| Choreo, Llc | Charlotte | NC | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-16 |
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