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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-04 |
Branch Locations
8500 Andrew Carnegie Blvd Charlotte Trac, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Advisers Llc | Durham | NC | 03/2025 | 05/2026 |
| Fidelity And Workplace Advisors | Durham | NC | 07/2022 | 03/2025 |
| Tiaa | Charlotte | NC | 05/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 05/2026 | Present |
| Fidelity Investments | Durham | NC | 07/2022 | 05/2026 |
| Unemployed | Durham | NC | 01/2022 | 06/2022 |
| Doordash, Inc. | Washington | DC | 02/2021 | 12/2021 |
| Unemployed | Washington | DC | 01/2020 | 01/2021 |
| Bookstore Movers Llc | Hyattsville | MD | 07/2009 | 12/2019 |
| Fidelity Brokerage Services Llc | Durham | NC | 07/2022 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-10 |
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