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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-13 |
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 |
|---|---|---|---|---|
| Instacart | Durham | NC | 03/2016 | Present |
| North Carolina Department Of Insurance | Raleigh | NC | 10/2018 | 12/2020 |
| Environmental Services Solutions | Durham | NC | 10/2019 | 12/2020 |
| Uber | Durham | NC | 03/2016 | 03/2021 |
| Panera Bread | Durham | NC | 05/2019 | 06/2020 |
| Blue Cross And Blue Shield Of North Carolina | Durham | NC | 07/2013 | 10/2018 |
| Amazon | Durham | NC | 04/2022 | 03/2023 |
| Wells Fargo Clearing Services Llc | Charlotte | NC | 04/2021 | 05/2024 |
| Tiaa | Charlotte | NC | 10/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 10/2024 | Present |
| Longhorn Steakhouse | Charlotte | NC | 08/2023 | Present |
| Clay'S Castoff Collabos, Llc | Charlotte | NC | 04/2022 | Present |
(1) Name: Instacart Position: shopper Nature: I contract with Instacart as a shopper in Charlotte, NC; Not investment related, Started on 03/01/2016, I devote 24 hours per month to this activity, 0 hours during trading Investment Related: No Hours: 24 Securities Trading Hours: 0 Start Date: 03/01/2016 Address: Home Address, Charlotte NC 28269, United States Description: personal shopping and delivery services 2) HARRIS TEETER POSITION: Part time cashier NATURE: The nature of a grocery store's business is to retail foodstuffs and household items to consumers ranging from small neighborhood shops selling daily essentials to large supermarkets offering a vast selection of fresh and packaged goods, non-food products, and specialized items. The industry focuses on providing food necessities, with business models varying by size, target market (e.g., organic, discount), and community integration, all while navigating economic factors and supply chain dynamics. INVESTMENT RELATED: No NUMBER OF HOURS: 64 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2025 ADDRESS: 2717 South Blvd, Charlotte NC 28209, United States DESCRIPTION: As a part-time cashier, my role centers on accurately processing transactions and providing excellent customer service during my scheduled hours. The scope is generally limited to the front end of the store, though it may include some additional tasks like stocking during slower periods. (3) EBENEZER MISSIONARY BAPTIST CHURCH POSITION: Notary Public NATURE: Notary Public; I am be a notary public for church members, charging state approved fees for general notary work as allowed by North Carolina law. I witness documents and offer remote and notary services such as acknowledgements, oaths, affirmations, verifications and proofs. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2025 ADDRESS: 1621 County Line Rd, Kings Mountain NC 28086, United States DESCRIPTION: I do general notary work, as allowed by the laws of North Carolina. I witness documents and offer remote and notary services such as acknowledgements, oaths, affirmations, verifications and proofs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-04 |
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