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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-20 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Doerschler And Associates Wealth Management | Mattawan | MI | 07/2022 | 08/2024 |
| Western Michigan University | Mattawan | MI | 08/2018 | 04/2022 |
| Pit Spitters Baseball | Traverse City | MI | 05/2021 | 04/2023 |
| Great Lakes Belting | Paw Paw | MI | 09/2019 | 03/2020 |
| Heritage Glen Golf Course | Paw Paw | MI | 06/2019 | 08/2019 |
| Western Michigan University | Mattawan | MI | 08/2018 | 05/2019 |
| Main Street Pub | Mattawan | MI | 06/2018 | 08/2018 |
| John J Hazelhoff Construction | Mattawan | MI | 07/2015 | 08/2020 |
| Cuso Financial Services, Lp | San Diego | CA | 11/2024 | 05/2025 |
| Unemployed | Traverse City | MI | 09/2024 | 10/2024 |
| Consumers Credit Union | Kalamazoo | MI | 11/2024 | 02/2025 |
| Lpl Financial Llc | Kalamazoo | MI | 05/2025 | 05/2025 |
| Worth Advisors, Llc | Charlotte | NC | 07/2025 | 02/2026 |
| Truist Investment Services, Inc | Charlotte | NC | 03/2026 | 06/2026 |
| Truist Advisory Services, Inc | Charlotte | NC | 03/2026 | 06/2026 |
| M Holdings Securities, Inc. | Mattawan | MI | 03/2022 | 08/2024 |
| Tiaa | Charlotte | NC | 07/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlote | NC | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-06 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-15 |
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