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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2005-08-15 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
Concord, 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 | 02/2005 | Present |
| Tiaa | Charlotte | NC | 02/2005 | Present |
OXFORD COMMONS HOMEOWNERS ASSOCIATION POSITION: Board Member Volunteer NATURE: Board Member of neighborhood Homeowner's Association. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: Kuester Management Group, 130 Ben Casey Dr, Ste 100, Fort Mill SC 29708, United States DESCRIPTION: As one of five Board Members, to identify issues and challenges in our neighborhood that need to be addressed in-line with the neighborhood governing documents, participate in the monthly (non-TIAA work hours) Board Meetings, discuss issues and prioritize projects such as drainage and erosion issues, new roofs, pool leaks. It is a one-year volunteer position, no compensation, no money handling - mostly just as a voice for neighborhood concerns.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-13 |
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