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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-28 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Frisco | TX | 07/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 07/2025 | Present |
| Ben & Jerry's | Davidson | NC | 02/2019 | 12/2021 |
| Unc Charlotte | Charlotte | NC | 01/2022 | 12/2022 |
| Make-A-Wish | Charlotte | NC | 05/2022 | 06/2022 |
| Duke Energy | Charlotte | NC | 05/2023 | 08/2023 |
| Kpmg | Philadelphia | NC | 06/2024 | 08/2024 |
| Unc Charlotte Niner Finances | Charlotte | NC | 08/2023 | 05/2025 |
| Community School Of Davidson | Davidson | NC | 08/2013 | 06/2021 |
| Unc Charlotte | Charlotte | NC | 08/2021 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-28 |
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