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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-10-03 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Employees' Credit Union | Charlotte | NC | 03/2009 | 08/2022 |
| Secu Brokerage Services | Raleigh | NC | 04/2017 | 08/2022 |
| Secu Life Insurance Company | Raleigh | NC | 04/2017 | 08/2022 |
| Credit Union Investment Services | Raleigh | NC | 10/2017 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 08/2022 | 12/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 09/2023 | Present |
| Tiaa | Charlotte | NC | 09/2023 | Present |
| Unemployed | Charlotte | NC | 11/2022 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-07 |
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