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41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-26 |
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 | 02/2021 | 11/2021 |
| Tiaa | Charlotte | NC | 02/2021 | 11/2021 |
| Wells Fargo | Charlotte | NC | 10/2016 | 01/2021 |
| Kfc/ Taco Bell | Concord | NC | 04/2012 | 09/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2021 | 11/2022 |
| Truist Investment Services, Inc. | Charlotte | NC | 11/2022 | 03/2025 |
| Truist Advisory Services, Inc | Charlotte | NC | 11/2022 | 03/2025 |
| The Huntington Investment Company | Columbus | OH | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-24 |
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