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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| AL | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED_RES | 2025-08-15 |
| NC | RA | APPROVED | 2023-02-16 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 03/2010 | 07/2019 |
| Tiaa | Charlotte | NC | 03/2010 | 07/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 10/2019 | 12/2022 |
| Tiaa | Charlotte | NC | 10/2019 | Present |
| Unemployed | Concord | NC | 08/2019 | 09/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 02/2023 | Present |
Name: Rental Position: Own House Nature: Rental House Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 07/01/2015 Address: 5497 Coleman Circle, Concord NC 28027, United States Description: Rental House
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-09 |
| S66 | Uniform Combined State Law Examination | 2007-03-07 |
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