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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| AL | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED_RES | 2025-08-15 |
| NC | RA | APPROVED | 2025-07-03 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank | New York | NY | 02/2012 | 09/2017 |
| J.P. Morgan Securities Llc | New York | NY | 10/2012 | 09/2017 |
| Tiaa | Charlotte | NC | 09/2017 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 09/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-27 |
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