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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-22 |
| NC | RA | APPROVED | 2014-07-22 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
15720 Brixham Hill Ave Suite 300, Charlotte, NC 28277 • United States
Matthews, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 06/2014 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 06/2014 | Present |
INDIVIDUAL BEACH HOUSE RENTAL POSITION: My spouse and I are 1/3 owners in an individual beach house that is rented when owners are not occupying. NATURE: One individual beach house that is rented when not in use by owners.Property is fully managed by rental property firm close to the property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2021 ADDRESS: 396 E Second St, Ocean Isle Beach NC 28469, United States DESCRIPTION: Individual beach house that is rented when not in use by owners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-06 |
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