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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-13 |
Branch Locations
Mooresville, NC • United States
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Cornelius | NC | 03/2014 | 11/2025 |
| Wells Fargo Bank, Na | Cornelius | NC | 03/2014 | 11/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 03/2026 | Present |
| Tiaa | Charlotte | NC | 03/2026 | Present |
| Unemployed | Tetcott | NC | 11/2025 | 03/2026 |
Name: Notary Public Position: Notary Public Nature: Notary Public Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 12/17/2021 Address: Home Address, Mooresville NC 28115, United States Description: Notary Public
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-08 |
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