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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-17 |
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 |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 10/2023 | 01/2024 |
| Font Geo Llc | Stratford | CT | 09/2022 | 05/2024 |
| Sacred Heart University | Fairfield | CT | 09/2018 | 12/2022 |
| Norwalk Sports & Spine | Norwalk | CT | 06/2018 | 04/2020 |
| Aspire Fitness | Stratford | CT | 01/2018 | 05/2018 |
| United States Army Active Duty | Wahiawa | HI | 07/2012 | 01/2018 |
| Lpl Financial Llc | Oakland Park | FL | 02/2024 | 06/2024 |
| Suncoast Credit Union | Oakland Park | FL | 02/2024 | 06/2024 |
| National Life Group | Charlotte | NC | 10/2024 | 02/2025 |
| Equity Services Inc | Montpelier | VT | 10/2024 | 02/2025 |
| Right Capital | Shelton | CT | 07/2024 | 08/2024 |
| Unemployed | Stratford | CT | 09/2024 | 10/2024 |
| Guardian Life Insurance Company | Charlotte | NC | 03/2025 | 07/2026 |
| Park Avenue Securities Llc | Charlotte | NC | 03/2025 | 07/2026 |
| 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 | 2023-12-02 |
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