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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-22 |
Branch Locations
8500 Andrew Carnegie Blvd Charlotte Trac, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mccreary Modern | Newton | NC | 12/2015 | 02/2025 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 11/2024 | 12/2025 |
| Thrivent Financial | Appleton | WI | 12/2024 | 12/2025 |
| Tiaa | Charlotte | NC | 01/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-23 |
| S65 | Uniform Investment Adviser Law Examination | 2020-12-16 |
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