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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-03-01 |
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 |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Charlotte | NC | 03/2023 | 10/2023 |
| Apple | Greensboro | NC | 07/2021 | 03/2023 |
| State Farm | Greensboro | NC | 01/2021 | 03/2021 |
| Unc Greensboro | Greensboro | NC | 11/2019 | 01/2021 |
| Dicks Sporting Goods | Greensboro | NC | 08/2020 | 08/2021 |
| Chick-Fil-A | Belmont | NC | 11/2017 | 03/2020 |
| Unc Greensboro | Greensboro | NC | 08/2019 | 12/2022 |
| Forestview High School | Gastonia | NC | 08/2015 | 06/2019 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 12/2023 | 02/2024 |
| Us Tech Solutions | Charlotte | NC | 10/2023 | 02/2024 |
| Tiaa | Charlotte | NC | 02/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-22 |
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