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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-09-13 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teachers Personal Investors Services, Inc. | Charlotte | NC | 04/2004 | 12/2016 |
| Tiaa | Charlotte | NC | 04/2004 | 05/2019 |
| Nuveen Securities, Llc | Chicago | IL | 01/2017 | 05/2019 |
| Adhesion Wealth | Charlotte | NC | 10/2020 | 07/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 08/2022 | Present |
| Tiaa | Charlotte | NC | 08/2022 | Present |
| Unemployed | Charlotte | NC | 06/2019 | 09/2020 |
| Adhesion Wealth Advisor Solutions | Charlotte | NC | 10/2020 | 07/2022 |
PRIVATELY OWNED REAL ESTATE POSITION: Owner NATURE: Residential rental property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 237 N Irwin Ave, Charlotte NC 28202, United States DESCRIPTION: Landlord
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-01 |
| S66 | Uniform Combined State Law Examination | 2003-10-06 |
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