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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-11-20 |
Branch Locations
777 E. Eisenhower Parkway Suite 100, Ann Arbor, MI 48108 • United States
Canton, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Charlotte | NC | 08/2016 | 10/2023 |
| Postmates | Mint Hill | NC | 03/2018 | 05/2023 |
| Uber | Mint Hill | NC | 03/2018 | 07/2023 |
| Vanguard Advisers, Inc. | Charlotte | NC | 01/2022 | 10/2023 |
| Door Dash | Charlotte | NC | 01/2020 | 12/2022 |
| Instacart | Mint Hill | NC | 09/2021 | 05/2023 |
| Shipt | Mint Hill | NC | 12/2022 | 07/2023 |
| Tiaa | Ann Arbor | MI | 10/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Ann Arbor | MI | 10/2023 | Present |
UBER POSITION: Driver NATURE: Delivering Food via UberEats. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/06/2025 ADDRESS: 1725 Third Street, San Francisco CA 94158, United States DESCRIPTION: Delivering items to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-01 |
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