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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-05-08 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Charlotte | NC | 11/2021 | 10/2022 |
| North Carolina Army National Guard | Morrisville | NC | 01/2017 | 01/2023 |
| East Carolina Wireless | Greenville | NC | 03/2020 | 09/2020 |
| Cellular Sales | Greenville | NC | 11/2020 | 08/2021 |
| Town Square Interactive | Charlotte | NC | 08/2021 | 10/2021 |
| East Carolina University | Greenville | NC | 08/2016 | 05/2017 |
| East Carolina University | Greenville | NC | 01/2018 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 10/2022 | 04/2024 |
| Ups | Aberdeen | NC | 11/2017 | 01/2018 |
| Bank Of America, N.A. | Charlotte | NC | 02/2023 | 04/2024 |
| Tiaa | Charlotte | NC | 04/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-31 |
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