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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-08-03 |
Branch Locations
Huntersville, NC • United States
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 05/2023 | 06/2023 |
| University Of South Carolina, Darla Moore School Of Business | Columbia | SC | 08/2019 | 05/2023 |
| North Carolina School Of Science And Mathematics | Durham | NC | 07/2017 | 05/2019 |
| Bishop Mcguinness High School | Kernersville | NC | 07/2015 | 06/2017 |
| South Carolina Retirement System Investment Commission | Columbia | SC | 05/2022 | 11/2022 |
| Village Book Builders | Orem | UT | 04/2021 | 09/2021 |
| Dr. Beth Harris Optometry | Winston-Salem | NC | 05/2021 | 08/2021 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 07/2023 | Present |
| Tiaa | Charlotte | NC | 07/2023 | Present |
| Unemployed | Durham | NC | 06/2019 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-24 |
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