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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-23 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Purchase | NY | 06/2021 | 06/2025 |
| Pennsylvania State University | State College | PA | 08/2017 | 05/2021 |
| Carmel High School | Carmel | NY | 06/2013 | 06/2017 |
| Vanguard Marketing Corporation | Charlotte | NC | 06/2025 | 12/2025 |
| Synchrony | Stormville | NY | 04/2020 | 08/2020 |
| Vanguard Advisers, Inc. | Charlotte | NC | 06/2025 | 12/2025 |
| Tiaa | Charlotte | NC | 07/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 07/2026 | Present |
| Unemployed | Charlotte | NC | 12/2025 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-14 |
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