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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-10-20 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2014 | 12/2020 |
| Wells Capital Management | Charlotte | NC | 12/2020 | 08/2022 |
| Raymond James Financial Services Inc | Cornelius | NC | 08/2022 | 04/2023 |
| Raymond James Financial Services Advisors, Inc. | Cornelius | NC | 08/2022 | 04/2023 |
| Williamson Wealth Group | Cornelius | NC | 08/2022 | 04/2023 |
| Allspring Funds Distributor, Llc | Charlotte | NC | 12/2020 | 08/2022 |
| Allspring Funds Management, Llc | Charlotte | NC | 12/2020 | 08/2022 |
| Tiaa | Charlotte | NC | 10/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 10/2023 | Present |
| Unemployed | Charlotte | NC | 05/2023 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-20 |
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