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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-03 |
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 |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Charlotte | NC | 10/2023 | 02/2024 |
| Randstad | Rural Hall | NC | 10/2023 | 02/2024 |
| Lowe's Home Improvement | Winston Salem | NC | 04/2023 | 09/2023 |
| Unemployed | Rural Hall | NC | 02/2024 | 04/2024 |
| Ups | Winston Salem | NC | 11/2022 | 01/2023 |
| Unc Charlotte Recreation Center | Charlotte | NC | 05/2021 | 05/2022 |
| Undergrads | Charlotte | NC | 12/2021 | 09/2022 |
| Bayada | Rural Hall | NC | 05/2019 | 08/2020 |
| Unemployed | Rural Hall | NC | 09/2022 | 11/2022 |
| Unemployed | Rural Hall | NC | 01/2023 | 04/2023 |
| North Forsyth High School | Winston Salem | NC | 08/2014 | 06/2018 |
| The University Of North Carolina At Charlotte | Charlotte | NC | 08/2018 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 10/2025 | 01/2026 |
| Vanguard Marketing Corporation | Charlotte | NC | 04/2024 | 10/2025 |
| Bank Of America, N.A. | Charlotte | NC | 12/2025 | 01/2026 |
| Tiaa | Charlotte | NC | 01/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-01 |
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