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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-05-02 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
Matthews, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Charlotte | NC | 04/2023 | 04/2024 |
| Ovation Credit Services By Lendingtree | Jacksonville | FL | 03/2021 | 04/2023 |
| Ovation Credit Services By Lendingtree | Jacksonville | FL | 08/2020 | 03/2021 |
| Power Paws Pet Services | Jacksonville | FL | 08/2016 | 03/2021 |
| Pax Technology | Jacksonville | FL | 11/2019 | 08/2020 |
| Pls Logistics | Jacksonville | FL | 05/2019 | 11/2019 |
| Merrill Lynch | Jacksonville | FL | 07/2017 | 07/2018 |
| Tiaa | Charlotte | NC | 04/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 04/2024 | Present |
(1) BEE YOU VOICE LAB POSITION: Owner/Operator NATURE: Voice coaching services for the LGBTQ+ community. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: Home Address, Matthews NC 28105, United States DESCRIPTION: Owner/Operator
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-07 |
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