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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2007-04-17 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 04/2007 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 04/2007 | Present |
(1) PLANNERS PROPERTY MANAGEMENT, LLC - 1/3 OWNER OF RENTAL PROPERTY POSITION: LLC Member NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2013 ADDRESS: 112 High Springs Ct, Statesville NC 28677, United States DESCRIPTION: 1/3 Owner (2) 5 RENTAL HOMES POSITION: Owner NATURE: Rental Activity INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2017 ADDRESS: Home Address, Charlotte NC 28210, United States DESCRIPTION: Owner (3) BACK NINE PROPERTY GROUP, LLC POSITION: Managing Member NATURE: Rental Property Business. Business owns mobile homes and lots upon which we will collect rent. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/19/2025 ADDRESS: 18031 Sulton Ter, Huntersville NC 28078, United States DESCRIPTION: 35% owner of a rental property business. Responsibilities will be responding to occasional inquiries from property manager.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-05 |
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