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Charles Manuel Burdette

Tiaa-Cref Individual & Institutional Services, LLC

Charleston, SC

Mt Pleasant, SC

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Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2016-02-23
  • SC RA
    APPROVED
    Since 2016-02-23

Branch Locations

170 Meeting Street Suite 206, 213, Charleston, SC 29401 • United States

Mt Pleasant, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Columbia SC 01/2016 Present
Tiaa-Cref Individual & Institutional Services, Llc Columbia SC 01/2016 Present
Previous Registrations
  • 2009-01-26 → 2015-10-09
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Lynchburg, VA
  • 2008-08-12 → 2008-12-31
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Lynchburg, VA
  • 2003-03-06 → 2008-01-29
    Wells Fargo Clearing Services, Llc
    Lynchburg, VA
    Lynchburg, VA
    Roanoke, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-01
S63 Uniform Securities Agent State Law Examination 1998-11-14
  • S65 Uniform Investment Adviser Law Examination
    2000-12-01
  • S63 Uniform Securities Agent State Law Examination
    1998-11-14
Other Names
  • Charles Manuel Burdette
  • Charles Manuel Burdette
  • Chad Burdette
  • Charles Manuel Burdette

View on SEC IAPD

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Other Offices

BALLAST ROCK PRIVATE WEALTH · CHARLESTON, SC
PALMETTO ADVISORY · CHARLESTON, SC
CHARLESTON EQUITY PARTNERS, LLC · CHARLESTON, SC
EQUITABLE ADVISORS, LLC · CHARLESTON, SC
ADVISOR.COM · CHARLESTON, SC
TIME & WEALTH MANAGEMENT, LLC · CHARLESTON, SC
EDWARD JONES · CHARLESTON, SC
GREYSTAR INVESTMENT GROUP, LLC · CHARLESTON, SC

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