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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-29 |
Branch Locations
Mooresville, 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 | 07/2025 | Present |
| Tiaa | Charlotte | NC | 07/2025 | Present |
| Lake Effects Boat Rentals | Mooresville | NC | 03/2020 | 08/2022 |
| Universal Cheerleaders Association/Varsity Spirit | Winston Salem | NC | 05/2023 | 06/2024 |
| Red Rocks Cafe Birkdale | Huntersville | NC | 06/2022 | 06/2026 |
| Unemployed | Mooresville | NC | 07/2003 | 02/2020 |
RONALD MCDONALD HOUSE CHARITIES POSITION: Community Ambassador NATURE: RMHC is a non-profit organization that provides families with a place to stay free of charge when they are traveling with a child (age 18 or under) receiving treatment in a local hospital. RMHC also provides meals, laundry, transportation, and activities for families who are staying in the house for the duration of their stay. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/10/2025 ADDRESS: 1613 E Morehead St, Charlotte NC 28207, United States DESCRIPTION: I will be a member of a volunteer only group serving as a representative for RMHC and their mission. I will attend events in the community such as elementary and middle school appearances, sports events, and tabling events to tell people about the mission of RMHC and how they can help. I may be asked to share links to show people where to donate if they would like.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-29 |
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