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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-29 |
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 |
|---|---|---|---|---|
| Captain Georges Seafood Restaurant | Myrtle Beach | SC | 05/2016 | 03/2017 |
| Hard Rock Cafe | Myrtle Beach | SC | 04/2017 | 06/2017 |
| Us Army | Ft Benning | GA | 09/2017 | 03/2021 |
| Aflac | Conway | SC | 04/2022 | 12/2022 |
| Santee Cooper | Conway | SC | 05/2023 | 08/2023 |
| Coastal Carolina University | Conway | SC | 01/2016 | 12/2016 |
| Horry Georgetown Technical College | Conway | SC | 01/2017 | 05/2017 |
| Coastal Carolina University | Conway | SC | 08/2021 | 12/2023 |
| Ubs Financial Services Inc. | Charlotte | NC | 04/2024 | 08/2025 |
| Unemployed | Myrtle Beach | SC | 06/2017 | 08/2017 |
| Unemployed | Conway | SC | 03/2021 | 05/2021 |
| Unemployed | Conway | SC | 01/2024 | 03/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 08/2025 | 06/2026 |
| Sun Communities | Conway | SC | 03/2021 | 07/2022 |
| Bank Of America, N.A. | Charlotte | NC | 09/2025 | 06/2026 |
| 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 | 2024-08-02 |
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