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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-07 |
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 | 09/2021 | 09/2022 |
| Tiaa | Charlotte | NC | 09/2021 | 09/2022 |
| Avidxchange Inc. | Charlotte | NC | 02/2020 | 09/2021 |
| Harris Teeter | Mt. Pleasant | SC | 06/2019 | 02/2020 |
| Iris Consulting Group | Charleston | SC | 06/2019 | 06/2019 |
| Florence Darlington Technical College | Florence | SC | 05/2018 | 06/2019 |
| Showcase Baseball Academy | Matthews | NC | 06/2017 | 09/2017 |
| Lander University | Greenwood | SC | 06/2017 | 05/2018 |
| Showcase Baseball Academy | Matthews | NC | 09/2020 | 11/2020 |
| Groucho's Deli | Charleston | SC | 05/2018 | 06/2019 |
| Wells Fargo Clearing Services, Llc | Matthews | NC | 03/2023 | 10/2023 |
| Wells Fargo Bank, N.A. | Matthews | NC | 03/2023 | 10/2023 |
| Total Wine And More | Charlotte | NC | 05/2024 | 09/2024 |
| Jpmorgan Chase Bank, N.A. | Indian Land | SC | 09/2024 | Present |
| J.P. Morgan Securities Llc | Indian Land | SC | 09/2024 | Present |
| Unemployed | Charlotte | NC | 10/2022 | 02/2023 |
| Unemployed | Charlotte | NC | 11/2023 | 04/2024 |
| Lander University | Greenwood | SC | 09/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-14 |
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