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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-11 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, 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 | 11/2023 |
| University Of North Carolina At Pembroke | Pembroke | NC | 08/2016 | 11/2020 |
| Ross Dress For Less | Gastonia | NC | 05/2017 | 11/2017 |
| Wells Fargo | Charlotte | NC | 01/2018 | 11/2018 |
| United States Postal Service | Denver | NC | 11/2018 | 12/2018 |
| Pnc | Gastonia | NC | 04/2019 | 03/2021 |
| Gaston County Government | Gastonia | NC | 04/2021 | 03/2023 |
| First Citizens Investor Services, Inc. | Raleigh | NC | 11/2023 | 01/2026 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 02/2026 | Present |
| Tiaa | Charlotte | NC | 02/2026 | Present |
(1) Name: Door Dash Position: Delivery Driver Nature: Delivering customer orders. Investment Related: No Hours: 20 Securities Trading Hours: 0 Start Date: 01/01/2020 Address: 303 2nd St, Suite 800, San Francisco CA 94107, United States Description: Deliver customer orders (2) Name: Uber Driver Position: Delivery Driver Nature: Delivering packages and food orders to customers. Investment Related: No Hours: 20 Securities Trading Hours: 0 Start Date: 01/01/2018 Address: 1515 3rd Street, San Francisco CA 94158, United States Description: Accept and deliver orders (3) Name: Amazon Flex Position: Delivery Driver Nature: Deliver customer packages based on assigned route. Investment Related: No Hours: 20 Securities Trading Hours: 0 Start Date: 01/01/2023 Address: 410 Terry Avenue North, Seattle WA 98109, United States Description: Deliver customer packages (4) BLUE FLAMINGO BUSINESS SOLUTIONS LLC POSITION: Business Consultant Assistant NATURE: Assisting with AI- focused consulting services for small business, workshops, seminars, system implementation/ management and sale of training materials. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2026 ADDRESS: 3116 Weddington Rd, Matthews NC 28105, United States DESCRIPTION: Assist in preparing and delivering workshops and seminars on AI implementation for small businesses o Support development and distribution of training materials o Participating in client onboarding and general administrative support o Assist with social media content and marketing efforts I will not provide investment advice, financial planning services, or securities-related recommendations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-22 |
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