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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-29 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
Rockwell, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc. | New York | NY | 06/2024 | 07/2025 |
| East Carolina University | Greenville | NC | 08/2020 | 12/2023 |
| Infront Roofing | Holly Springs | NC | 05/2022 | 12/2022 |
| Lowes | Winterville | NC | 01/2021 | 05/2022 |
| Olive Garden | Salisbury | NC | 08/2018 | 01/2021 |
| East Rowan High School | Salisbury | NC | 08/2016 | 05/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 10/2025 | Present |
| Tiaa | Charlotte | NC | 10/2025 | Present |
| Unemployed | Rockwell | NC | 07/2025 | 10/2025 |
| Unemployed | Greenville | NC | 01/2024 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-02 |
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