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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED | 2025-08-14 |
| VT | RA | APPROVED | 2025-08-14 |
| NC | RA | APPROVED | 2025-06-04 |
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Charlotte | NC | 06/2020 | 05/2021 |
| Rhi General Group | San Ramon | CA | 06/2020 | 09/2020 |
| Sip | Charlotte | NC | 01/2018 | 03/2020 |
| Brazwells | Charlotte | NC | 09/2016 | 07/2018 |
| Whisky River | Charlotte | NC | 07/2015 | 03/2017 |
| Unemployed | Charlotte | NC | 03/2020 | 06/2020 |
| Sip | Charlotte | NC | 03/2021 | 07/2021 |
| Montford Billiards | Charlotte | NC | 06/2021 | 07/2021 |
| Fidelity Brokerage Services Llc | Charlotte | NC | 07/2021 | 04/2025 |
| Winthrop University | Rock Hill | SC | 08/2018 | 05/2020 |
| Strategic Advisers Llc | Boston | MA | 03/2025 | 04/2025 |
| Fidelity Personal And Workplace Advisors | Charlotte | NC | 09/2021 | 04/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 05/2025 | Present |
| Tiaa | Charlotte | NC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-04 |
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