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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-05 |
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Charlotte | NC | 03/2022 | 08/2024 |
| University Of Mount Union | Alliance | OH | 08/2013 | 08/2018 |
| Alliance City School District | Alliance | OH | 08/2018 | 05/2019 |
| Color Our Rainbow Academy | Akron | OH | 06/2019 | 09/2019 |
| Sherwin-Williams | Warrensville Heights | OH | 09/2019 | 06/2020 |
| Self-Employed | Cuyahoga Falls | OH | 09/2020 | 07/2022 |
| Tiaa | Charlotte | NC | 08/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 08/2024 | Present |
| University Of Mount Union | Alliance | OH | 08/2018 | 05/2019 |
(1) Name: Almic Sound Productions LLC Position: Owner Nature: Music production & performance. Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 09/01/2020 Address: 282 Pleasant Meadow Blvd, Cuyahoga Falls OH 44224, United States Description: Oversee all activity (2) Name: K.N.I.T Transportation, LLC Position: Co-Owner Nature: Trucking Company Investment Related: No Hours: 6 Securities Trading Hours: 0 Start Date: 12/20/2021 Address: Home Address, Charlotte NC 28269, United States Description: Assist in making business decisions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-10 |
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