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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2007-09-17 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
Mount Holly, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 04/2005 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 04/2005 | Present |
SELF-RENTAL PROPERTY POSITION: Co-owner NATURE: Rental properties managed through a management company. No direct contact with renters or the process. Statements are provided online for viewing by spouse. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2005 ADDRESS: Home Address, Mount Holly NC 28120, United States DESCRIPTION: Rental properties managed through a management company. No direct contact with renters or the process. Statements are provided online for viewing by spouse.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-17 |
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