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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-25 |
Branch Locations
Kannapolis, NC • United States
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Airlines | Charlotte | NC | 01/2014 | 02/2020 |
| Unemployed | Charlotte | NC | 02/2020 | 01/2021 |
| Wells Fargo | Charlotte | NC | 01/2021 | 05/2021 |
| Principal Life Insurance Company | Charlotte | NC | 05/2021 | 10/2022 |
| Principal Securities Inc | Charlotte | NC | 09/2021 | 10/2022 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2022 | 05/2024 |
| Wells Fargo Bank, Na | Charlotte | NC | 11/2022 | 05/2024 |
| First Citizens Investor Services | Raleigh | NC | 10/2024 | 03/2026 |
| Unemployed | Charlotte | NC | 04/2024 | 10/2024 |
| First Citizens Bank | Mooresville | NC | 10/2024 | 03/2026 |
| Tiaa | Charlotte | NC | 06/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 06/2026 | Present |
| Unemployed | Charlotte | NC | 03/2026 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-12 |
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