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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 09/2012 | 07/2017 |
| Tiaa | Charlotte | NC | 09/2012 | 07/2017 |
| Lpl Financial Llc | Fort Mill | SC | 10/2018 | 01/2019 |
| Spreesocial Llc | Charlotte | NC | 08/2017 | 10/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 01/2019 | Present |
I*135983 For profit or not for profit: For-Profit Organization Name of outside business organization: Top Choice Group LLC Investment related: N Address of business: Charlotte, North Carolina 28262 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 3/1/2021 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: The entity may be used as a holding company and will serve to limit liability for my rental property. I*10559 For profit or not for profit: Name of outside business organization: Rental Investment related: Address of business: Charlotte, North Carolina 28262 Nature of business: Position, title, association: , Start date of relationship: 2/1/2020 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-11 |
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