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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-12 |
Branch Locations
8500 Andrew Carnegie Blvd Charlotte Trac, 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 | 07/2022 | 09/2022 |
| Disys | Mc Lean | VA | 07/2022 | 10/2022 |
| Soccer Shots | Charlotte | NC | 06/2019 | 06/2020 |
| Royal Parking Services | Charlotte | NC | 01/2019 | 06/2019 |
| Trident Pool Group | Charlotte | NC | 05/2018 | 09/2018 |
| Tiger Delivery Logistics | Charlotte | NC | 01/2022 | 06/2022 |
| Power Home Remodeling | Charlotte | NC | 08/2021 | 09/2021 |
| East Tennessee State University | Johnson City | TN | 08/2015 | 05/2017 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2017 | 05/2021 |
| Unemployed | Charlotte | NC | 05/2021 | 07/2021 |
| Unemployed | Charlotte | NC | 10/2021 | 01/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 02/2024 | Present |
| Tiaa | Charlotte | NC | 02/2024 | Present |
| Doordash | Charlotte | NC | 11/2022 | 05/2023 |
| Blue Haven Pools And Spas | Charlotte | NC | 05/2023 | 12/2023 |
| Unemployed | Charlotte | NC | 01/2024 | 01/2024 |
Name: Door Dash Position: Dasher Nature: Delivering food. Investment Related: No Hours: 8 Securities Trading Hours: 0 Start Date: 11/01/2022 Address: Home Address, Charlotte NC 28205, United States Description: Delivering food.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-08 |
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