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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-29 |
Branch Locations
8500 Andrew Carnegie Blvd Charlotte Trac, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amazon | Charlotte | NC | 03/2020 | 09/2022 |
| Wells Fargo Advisors | Charlotte | NC | 05/2021 | 06/2021 |
| Self-Employed - Knowland, Inc | Arlington | VA | 07/2011 | 06/2023 |
| Self Employed - Rivinus Photography | Gastonia | NC | 05/2005 | 12/2020 |
| Gaston College | Dallas | NC | 08/2019 | 05/2021 |
| Fayetteville State University | Fayetteville | NC | 06/2023 | 08/2024 |
| Fidelity Investments | Westlake | TX | 08/2024 | 03/2026 |
| Western Carolina Unversity | Cullowhee | NC | 06/2022 | 08/2023 |
| Vanguard Marketing Corporation | Charlotte | NC | 06/2023 | 08/2024 |
| Western Carolina University | Cullowhee | NC | 08/2021 | 05/2023 |
| Strategic Advisers Llc | Boston | MA | 03/2025 | 03/2026 |
| Fidelity Brokerage Services Llc | Westlake | TX | 08/2024 | 03/2026 |
| Fidelity Personal And Workplace Advisors | Westlake | TX | 09/2024 | 03/2025 |
| Tiaa | Charlotte | NC | 04/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-23 |
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