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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-04 |
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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 07/2023 | 03/2024 |
| Melting Pot | Charlotte | NC | 04/2023 | 04/2024 |
| Unc Charlotte | Charlotte | NC | 03/2021 | 12/2021 |
| Outback Steakhouse | Concord | NC | 12/2021 | 11/2022 |
| Mcconnel Golf | Raleigh | NC | 07/2020 | 08/2020 |
| Estampa Gaucha | Charlotte | NC | 12/2022 | 01/2023 |
| Charlotte Country Club | Charlotte | NC | 01/2023 | 05/2023 |
| Unemployed | Raleigh | NC | 05/2014 | 08/2018 |
| Pool Professionals | Raleigh | NC | 06/2018 | 08/2018 |
| Kerr Ymca | Raleigh | NC | 01/2019 | 04/2019 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2019 | 05/2023 |
| Mcconnel Golf | Raleigh | NC | 05/2019 | 08/2019 |
| Kingfish Poke | Charlotte | NC | 01/2020 | 03/2020 |
| Aspen Heights | Charlotte | NC | 08/2021 | 08/2021 |
| Project Destined | Charlotte | NC | 06/2021 | 08/2021 |
| Unemployed | Raleigh | NC | 09/2018 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 04/2024 | 11/2025 |
| Bank Of America, N.A. | Charlotte | NC | 04/2024 | 11/2025 |
| Tiaa | Charlotte | NC | 12/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-01 |
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