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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2007-03-01 |
Branch Locations
5425 Page Road Suite 220, Durham, NC 27703 • United States
Durham, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Durham | NC | 02/2007 | Present |
| Tiaa | Durham | NC | 02/2007 | Present |
(1) VOYAGER ACADEMY BOOSTER CLUB POSITION: Treasurer NATURE: This is a Athletic Booster Club whose activities and goals are to raise money for athletics teams at the school. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/16/2024 ADDRESS: 4302 Ben Franklin Blvd, Durham NC 27704, United States DESCRIPTION: Maintain records of all money in and out of the club. Write checks for club expenses. (2) TRIANGLE GRACE CHURCH POSITION: Elder NATURE: Religious organization, church. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/25/2026 ADDRESS: 5001 Tudor Place, Durham NC 27713, United States DESCRIPTION: Primarily spiritual leadership and setting the annual budget of the church
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-18 |
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