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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-04-07 |
| NC | RA | APPROVED | 2023-08-23 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
Charlotte, NC • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 06/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 06/2023 | Present |
| Carmel Lawn And Landscaping Llc | Charlotte | NC | 04/2015 | 04/2026 |
MT ISLE HARBOR HOMEOWNERS ASSOCIATION POSITION: Board member NATURE: Homeowners association INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: 2407 Mt Isle Harbor Dr., Charlotte NC 28214, United States DESCRIPTION: Managing neighborhood operations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-14 |
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