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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-24 |
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 |
|---|---|---|---|---|
| High School Student | Charlotte | NC | 07/2014 | 06/2018 |
| Live Nation | Charlotte | NC | 06/2018 | 08/2018 |
| Unc Charlotte | Charlotte | NC | 01/2020 | 04/2020 |
| Unc Charlotte | Charlotte | NC | 08/2018 | 12/2022 |
| Autobell | Concord | NC | 01/2020 | 04/2020 |
| Coca-Cola-Consolidated | Charlotte | NC | 10/2020 | 09/2021 |
| Parking Management Company | Charlotte | NC | 04/2022 | 08/2022 |
| Louisiana Healthcare Connections | Baton Rouge | LA | 10/2022 | 05/2024 |
| Associate Staffing | Charlotte | NC | 06/2024 | 09/2024 |
| Principal Securities, Inc. | Charlotte | NC | 07/2024 | 06/2026 |
| Principal Life Insurance Company | Charlotte | OH | 09/2024 | 06/2026 |
| Principal Advised Services | Charlotte | NC | 08/2024 | 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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