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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-28 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 05/2015 | 11/2020 |
| Tiaa | Charlotte | NC | 05/2015 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 10/2021 | 01/2025 |
| Tiaa | Charlotte | NC | 10/2021 | 01/2025 |
| Lincoln Heritage Life Insurance Company | Phoenix | AZ | 02/2021 | 08/2021 |
| Marriott International Corp | Charlotte | NC | 01/2020 | 02/2021 |
| Sree Billy Graham Hotel Llc | Concord | NC | 03/2021 | 08/2021 |
| Raymond James & Associates | Monroe | NC | 11/2025 | Present |
| Restore Benefits Llc | Charlotte | NC | 02/2025 | Present |
| Teksystems | Charlotte | NC | 05/2025 | 11/2025 |
| Aimbridge Hospitality D/B/A Fairfield Inn & Suites By Marriott | Monroe | NC | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-26 |
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