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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2008-07-16 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
Mooresville, 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 | 10/2003 | Present |
| Tiaa | Charlotte | NC | 10/2003 | Present |
(1) RENTAL PROPERTIES POSITION: My wife and I will own the properties NATURE: Rental properties. One is at 1775 Forest Side Lane, Charlotte NC 28262 and the other is not yet purchased. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2016 ADDRESS: 176 Lavender Bloom Loop, Mooresville NC 28115 DESCRIPTION: I will be purchasing a 2nd rental property. The activity will consist of finding renters and maintaining the property when needed. (2) HARPFIN PROPERTIES, LLC POSITION: I am the agent of the LLC NATURE: Investment income is the primary nature of the business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/28/2016 ADDRESS: Home Address, Mooresville NC 28117, United States DESCRIPTION: The primary purpose of the LLC is for rental properties although we are also purchasing a small ownership stake in a local sports franchise. Rental is at 19823 Henderson Rd, Cornelius NCSports investment is Charlottetowne Hops FC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-09 |
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