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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-03 |
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 |
|---|---|---|---|---|
| Lake Norman High School | Mooresville | NC | 08/2014 | 05/2018 |
| Brooklyn Boys Pizza | Mooresville | NC | 06/2016 | 08/2017 |
| Luminasun Smarthome | Mooresville | NC | 05/2018 | 08/2018 |
| Western Carolina University | Cullowhee | NC | 08/2018 | 05/2023 |
| Signal Ridge Marina | Cashiers | NC | 05/2022 | 09/2022 |
| Orion Lending | Charlotte | NC | 09/2023 | 10/2023 |
| New York Life | Charlotte | NC | 06/2023 | 09/2023 |
| Aramark | Cullowhee | NC | 01/2019 | 09/2022 |
| Associate Staffing | Charlotte | NC | 06/2024 | 09/2024 |
| Principal Securities, Inc. | Charlotte | NC | 07/2024 | 06/2026 |
| Lake Norman Power Washing | Mooresville | NC | 04/2024 | 06/2024 |
| Unemployed | Mooresville | NC | 11/2023 | 03/2024 |
| Principal Advised Services | Charlotte | NC | 08/2024 | 06/2026 |
| Principal Life Insurance Company | Charlotte | NC | 09/2024 | 06/2026 |
| Tiaa | Charlotte | NC | 07/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-31 |
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