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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-03 |
Branch Locations
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 | New York | NY | 08/2021 | 08/2022 |
| Tiaa | New York | NY | 12/2015 | 09/2022 |
| Fidelity Investments | Jacksonville | FL | 10/2022 | 03/2024 |
| Fidelity Personal And Workplace Advisors | Jacksonville | FL | 12/2022 | 03/2024 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 10/2022 | 03/2024 |
| Tiaa | Charlotte | NC | 03/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 03/2024 | Present |
LOWEZ CONTRACTING POSITION: Owner NATURE: Home remodeling INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: Home Address, Germantown MD 20874, United States DESCRIPTION: Assist Project Oversight
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-25 |
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