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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-18 |
| TX | RA | APPROVED_RES | 2024-03-20 |
| VA | RA | APPROVED | 2024-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 07/2020 | 01/2024 |
| Tiaa | Charlotte | NC | 07/2020 | 01/2024 |
| The University Of South Carolina | Columbia | SC | 08/2016 | 05/2020 |
| Pra Group | Virginia Beach | VA | 06/2018 | 07/2018 |
| Tiaa | Charlotte | NC | 06/2019 | 08/2019 |
| Unemployed | Virgina Beach | VA | 05/2020 | 07/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norfolk | VA | 02/2024 | Present |
| Bank Of America, N.A. | Norfolk | VA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-16 |
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