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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-06 |
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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 10/2022 | Present |
| Tiaa | Charlotte | NC | 10/2022 | Present |
| Integra Staffing Llc | Charlotte | NC | 09/2022 | 10/2022 |
| Wells Fargo, N.A. | Charlotte | NC | 11/2018 | 07/2022 |
| 23Rd Group Llc | Charlotte | NC | 05/2018 | 10/2018 |
| Pridestaff Llc | Cornelius | NC | 01/2018 | 05/2018 |
| Kelly Services Usa, Llc | Charlotte | NC | 11/2017 | 12/2017 |
| Unemployed | Charlotte | NC | 07/2022 | 09/2022 |
| All Comfort Services | Madison | WI | 10/2016 | 09/2017 |
| Charlotte Symphony Orchestra | Charlotte | NC | 09/2001 | 09/2019 |
| Data Recognition Corporation | Madison | WI | 03/2016 | 06/2017 |
Name: Freelance Musician Position: Independent Contractor Nature: Performing Arts/Non-Profit Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 05/25/1995 Address: Home Address, Charlotte NC 28206, United States Description: I perform with performing arts groups/organizations on a per-service basis and am paid as a general contractor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-30 |
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