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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-16 |
| NC | RA | APPROVED | 2025-10-15 |
Branch Locations
300 S Tryon St, Charlotte, NC 28202 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 10/2023 | 05/2025 |
| Tiaa | Charlotte | NC | 10/2023 | 05/2025 |
| Excela Technologies | Charlotte | NC | 09/2022 | 03/2023 |
| Unemployed | Charlotte | NC | 06/2023 | 09/2023 |
| Jp Morgan Chase | Raleigh | NC | 08/2021 | 02/2022 |
| Hertz Corporation | Raleigh | NC | 07/2018 | 03/2020 |
| Menchies Frozen Yogurt | Raleigh | NC | 02/2015 | 07/2019 |
| Crabtree & Evelyn | Raleigh | NC | 04/2018 | 05/2018 |
| Fred Anderson Toyota | Raleigh | NC | 02/2016 | 08/2017 |
| Wake Technical Community College | Raleigh | NC | 08/2019 | 05/2023 |
| Bj's Wholesale Club Inc | Raleigh | NC | 07/2021 | 08/2021 |
| Triangle Wine Company | Morrisville | NC | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Charlotte | NC | 07/2025 | Present |
| Republic Finance | Charlotte | NC | 05/2025 | 05/2025 |
| Unemployed | Charlotte | NC | 06/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-19 |
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