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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| AL | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED_RES | 2025-08-15 |
| NC | RA | APPROVED | 2018-09-24 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
Huntersville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Charlotte | NC | 02/2016 | 10/2016 |
| Scottrade, Inc. | Charlotte | NC | 10/2016 | 02/2018 |
| Td Ameritrade, Inc. | Charlotte | NC | 02/2018 | 09/2018 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 09/2018 |
| Scottrade Investment Management | Charlotte | NC | 10/2016 | 02/2018 |
| Tiaa | Charlotte | NC | 09/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 09/2018 | Present |
| Td Ameritrade | Charlotte | NC | 10/2016 | 09/2018 |
| Rover | Concord | NC | 02/2019 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-14 |
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