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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-01-31 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
Denver, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2013 | 12/2016 |
| Lpl Financial, Llc | Greenville | NC | 12/2016 | 01/2018 |
| Tiaa | Denver | NC | 01/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | NC | 01/2018 | Present |
CREEK PARK HOA POSITION: President NATURE: I have been selected as one of the 5 board of directors for our community's HOA. Primary responsibilities will include serving the best interests of the community as a whole through creating policies and contracts that benefit everyone in the HOA. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/26/2025 ADDRESS: Home Address, Denver NC 28037, United States DESCRIPTION: Vote with my other 4 board members on service contracts used by the HOA, the annual budget, policies for community rules, architectural design and other homeowner concerns
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-10 |
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