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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-26 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
Charlotte, NC • 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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 06/2022 | 05/2025 |
| Tiaa | Charlotte | NC | 06/2022 | 05/2025 |
| Z Tech And Data | Charlotte | NC | 09/2025 | Present |
| Target | Pittsburgh | PA | 04/2020 | 05/2022 |
| York College Of Pennsylvania | York | PA | 08/2019 | 05/2022 |
| Uber | Pittsburgh | PA | 10/2020 | 11/2021 |
| Tiaa | Charlotte | PA | 06/2021 | 08/2021 |
| Medium | Pittsburgh | PA | 03/2020 | 01/2021 |
| Staples | Pittsburgh | PA | 12/2010 | 01/2020 |
| Equity Services Inc | Montpelier | VT | 06/2025 | 08/2025 |
| National Life Group | Charlotte | NC | 05/2025 | 08/2025 |
| Randstad | Charlotte | NC | 09/2025 | 01/2026 |
| Wells Fargo Clearing Services | Charlotte | NC | 10/2025 | 01/2026 |
| Tiaa | Charlotte | NC | 02/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 02/2026 | Present |
(1) Z TECH AND DATA LLC POSITION: CEO, Owner NATURE: Z Tech and Data is a computer repair and sales company. I purchase broken computers from individuals and repair them. I also repair working computers. Most business activity is conducted locally in the Charlotte, NC area. I also sell laptops and other products via my website or eBay. In the future I will offer software such as order tracking programs or computer part data APIs. These will be sold in a way that I have no access to a customer's business data. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: Home Address, Charlotte NC 28226, United States DESCRIPTION: Owner of Z Tech and Data providing electronics sales, repair, and software development. (2) UBER INC. POSITION: Delivery Driver NATURE: Uber is a ridesharing company that also offers food delivery services. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/26/2023 ADDRESS: 1455 Market St, STE 400, San Francisco CA 94103, United States DESCRIPTION: Uber Eats Delivery Driver (3) SURGE AI POSITION: Independent AI Evaluator NATURE: Surge AI provides artificial intelligence services such as language models, search evaluation, and content moderation. Surge AI uses the power of reinforcement learning with human feedback (RLHF) to build and improve its AI tools.? INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/26/2024 ADDRESS: 2193 Fillmore St, San Francisco CA 94115, United States DESCRIPTION: As an Independent AI Evaluator I will be working various tasks such as classifying AI prompts and using AI models to improve their accuracy. These tasks are completed via a platform called DataAnnotation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-09 |
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