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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED | 2025-08-14 |
| VT | RA | APPROVED | 2025-08-14 |
| NC | RA | APPROVED | 2024-04-10 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Charlotte | NC | 12/2013 | 09/2020 |
| Morgan Stanley | Charlotte | NC | 09/2020 | 09/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2020 | 09/2023 |
| Linden Thomas And Company Securities, Llc | Charlotte | NC | 10/2023 | 03/2024 |
| Linden Thomas Adivsory Services, Llc | Charlotte | NC | 10/2023 | 03/2024 |
| Tiaa | Charlotte | NC | 04/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-16 |
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