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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-24 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • 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 | 03/2022 | Present |
| Tiaa | Charlotte | NC | 03/2022 | Present |
| University Recreation Center | Boone | NC | 09/2017 | 09/2019 |
| Eseeola Lodge | Linville | NC | 05/2019 | 10/2021 |
| Independence High School | Charlotte | NC | 08/2013 | 05/2017 |
| Unemployed | Boone | NC | 12/2021 | 03/2022 |
| Appalachian State University | Boone | NC | 08/2017 | 12/2021 |
| Storie Street Grill/Silver Creeks Llc | Blowing Rock | NC | 03/2021 | 05/2021 |
| Burger King/Carrols Corp | Charlotten | NC | 01/2016 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-23 |
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