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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-30 |
Branch Locations
Huntersville, NC • United States
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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 03/2019 | 03/2022 |
| Tiaa | Charlotte | NC | 03/2019 | 03/2022 |
| Embry Insurance Agengy | Charlotte | NC | 11/2016 | 04/2019 |
| State Farm | Birmingham | AL | 10/2013 | 09/2016 |
| Manpower | Charlotte | NC | 04/2017 | 04/2017 |
| Robinhood Financial, Llc | Charlotte | NC | 04/2022 | 08/2022 |
| Robinhood Markets, Inc | Charlotte | NC | 04/2022 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Huntersville | NC | 10/2022 | 05/2024 |
| Bank Of America N.A. | Huntersville | NC | 10/2022 | 05/2024 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 06/2024 | 07/2026 |
| Randstad | Charlotte | NC | 04/2024 | 04/2025 |
| Tiaa | Charlotte | NC | 06/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 06/2026 | Present |
| Wells Fargo | Charlotte | NC | 04/2025 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-29 |
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