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Makeda Elizabeth Smith

Tiaa-Cref Individual & Institutional Services, LLC

Charlotte, NC

Indian Land, 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 2024-06-21
NC RA APPROVED 2009-08-03
  • SC RA
    APPROVED
    Since 2024-06-21
  • NC RA
    APPROVED
    Since 2009-08-03

Branch Locations

8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States

Indian Land, 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-Cref Individual & Institutional Services, Llc Charlotte NC 10/2005 Present
Tiaa Charlotte NC 10/2005 Present
Other Businesses

MAKEDA SMITH POSITION: Owner NATURE: Real Estate/Rental Income INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: Home Address, Indian Land NC 29707, United States DESCRIPTION: Landlord

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-07-31
S63 Uniform Securities Agent State Law Examination 2004-07-21
  • S65 Uniform Investment Adviser Law Examination
    2009-07-31
  • S63 Uniform Securities Agent State Law Examination
    2004-07-21
Other Names
  • Makeda Smith

View on SEC IAPD

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