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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-05 |
Branch Locations
Mooresville, NC • United States
8500 Andrew Carnegie Blvd Charlotte Trac, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 03/2021 | 07/2023 |
| Wells Fargo Bank, Na | Charlotte | NC | 04/2021 | 07/2023 |
| Truist Bank | Concord | NC | 05/2018 | 03/2021 |
| Pnc Bank | Annapolis | MD | 09/2016 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Huntersville | NC | 07/2023 | 07/2025 |
| Bank Of America, N.A. | Huntersville | NC | 08/2023 | 07/2025 |
| Tiaa | Charlotte | NC | 01/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 01/2026 | Present |
| Vanguard | Charlotte | NC | 07/2025 | 10/2025 |
| Vanguard Marketing Corporation | Charlotte | NC | 07/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-25 |
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