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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-03-10 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Charlotte | SC | 04/2019 | 02/2022 |
| Charles Schwab Bank Sbb | Charlotte | NC | 04/2019 | 02/2022 |
| Sales Performance International | Charlotte | NC | 04/2018 | 08/2018 |
| U.S. Turf, Lawn & Landscape Eq | Locust | NC | 01/2018 | 05/2018 |
| Six Star Enterprises, Llc | Locust | NC | 02/2017 | 01/2018 |
| Whiskey Warehouse | Charlotte | NC | 04/2016 | 02/2017 |
| Hooters | Concord | NC | 03/2015 | 06/2017 |
| Sophia's Lounge | Charlotte | NC | 04/2018 | 03/2019 |
| Tiaa | Charlotte | NC | 02/2022 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 02/2022 | Present |
| University Of North Carolina At Charlotte | Charlotte | NC | 01/2015 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-07 |
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