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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-06 |
Branch Locations
8500 Andrew Carnegie Blvd Charlotte Trac, Charlotte, NC 28262 • United States
Lowell, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Point Academy | Columbus | GA | 06/2016 | 12/2020 |
| Unemployed | Charlotte | NC | 07/2022 | 07/2023 |
| Truist Investment Services Inc. | Charlotte | NC | 07/2023 | 10/2025 |
| Truist Advisory Services Inc. | Charlotte | NC | 12/2023 | 10/2025 |
| Us Army | Columbus | GA | 12/2020 | 07/2022 |
| Navy Federal Financial Group, Llc | Lowell | NC | 10/2025 | 05/2026 |
| Navy Federal Investment Services, Llc | Lowell | NC | 10/2025 | 05/2026 |
| Tiaa | Charlotte | NC | 06/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-13 |
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