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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-18 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Of Tennessee-Tdci-Securities | Nashville | TN | 09/2013 | 10/2016 |
| Merrill Lynch Pierce Fenner & Smith | Germantown | TN | 10/2016 | 09/2017 |
| Unemployed | Germantown | TN | 08/2017 | 02/2018 |
| Guardian Life Insurance Company | Memphis | TN | 02/2018 | 10/2019 |
| Park Avenue Securities | Memphis | TN | 02/2018 | 10/2019 |
| Arete Wealth Management Llc | Chicago | IL | 11/2019 | 12/2020 |
| Financial Resource Management | Memphis | TN | 11/2019 | 12/2020 |
| Lpl Financial Llc | Atlanta | GA | 03/2021 | 02/2024 |
| Delta Community Credit Union | Atlanta | GA | 02/2021 | 02/2024 |
| Mercer Global Advisors Inc. | Peachtree City | GA | 02/2024 | 04/2025 |
| Tiaa | Charlotte | NC | 05/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 05/2026 | Present |
| Unemployed | Peachtree City | GA | 04/2025 | 05/2026 |
Name: Partner aka Morinda Position: Consultant Nature: This is a health & wellness organization engaged in direct sales. Given that I am restricted from having individuals generate sales and I be paid for them, I utilize this for wholesale pricing only for personal use. Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 08/17/2018 Address: 13894 S Bangerter Parkway, Draper UT 84020, United States Description: Personal use only
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-06-06 |
| S65 | Uniform Investment Adviser Law Examination | 1994-12-08 |
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