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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-02 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
Newton, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Huntersville | NC | 06/2019 | 09/2025 |
| Mazatlan Mexican Restaurant | Denver | NC | 08/2015 | 05/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 09/2025 | Present |
| Tiaa | Charlotte | NC | 09/2025 | Present |
| North Lincoln High School | Lincolnton | NC | 08/2013 | 06/2017 |
| Wells Fargo Clearing Services, Llc | Huntersville | NC | 06/2019 | 09/2025 |
Name: Notary Public Position: Notary Nature: Notary Public for state of North Carolina Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 12/13/2021 Address: Home Address, Newton NC 28658, United States Description: Notarize documents when necessary for others
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-17 |
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