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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-20 |
Branch Locations
1525 West Wt Harris Blvd Bldg 3 - 3Rd Fl, 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 | 04/2025 | 10/2025 |
| Tiaa | Charlotte | NC | 04/2025 | 10/2025 |
| Ringcentral | Charlotte | NC | 04/2020 | 02/2025 |
| Hendrick Automotive Group / Insight Global | Charlotte | NC | 09/2018 | 03/2019 |
| The University Of North Carolina At Charlotte | Charlotte | NC | 07/2017 | 05/2018 |
| Unemployed | Charlotte | NC | 05/2018 | 08/2018 |
| Unemployed | Charlotte | NC | 01/2015 | 07/2017 |
| Unemployed | Charlotte | NC | 03/2019 | 04/2020 |
| Unemployed | Charlotte | NC | 02/2025 | 04/2025 |
| Wells Fargo Clearing Services | Charlotte | NC | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-30 |
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