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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-15 |
Branch Locations
8500 Andrew Carnegie Blvd Charlotte Trac, Charlotte, NC 28262 • United States
Concord, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lewis Financial Management, Llc | Raleigh | NC | 11/2020 | 03/2023 |
| Tiaa | Charlotte | NC | 04/2023 | 04/2024 |
| North Carolina State University | Raleigh | NC | 08/2020 | 12/2023 |
| Walworth Barbour American International School In Israel | Even Yehuda | 08/2017 | 06/2020 | |
| Abeka Academy Home School | Netanya | 01/2016 | 12/2017 | |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 04/2024 | 07/2024 |
| Bank Of America N.A. | Charlotte | NC | 04/2024 | 07/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 04/2023 | 04/2024 |
| Tiaa | Charlotte | NC | 07/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 07/2026 | Present |
| Full Time Training In Anaheim | Anaheim | CA | 08/2024 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-01 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-20 |
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