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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-10-10 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
China Grove, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 11/2007 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 11/2007 | Present |
1) CHARLOTTE INDEPENDCE SOCCER CLUB POSITION: Coach NATURE: Provide a place for youth soccer players to develop their skills and play competitive games. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: 11148 Treynorth Drive, Suite A, Cornelius NC 28031, United States DESCRIPTION: Youth Soccer organization (2) UPTIME MOBILE SERVICES POSITION: Service Advisor NATURE: Mobile mechanic services, providing preventive maintenance services and repairs on equipment. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 08/25/2025 ADDRESS: 1011 Journey Lane, Salisbury NC 28146, United States DESCRIPTION: clerical office work, data entry
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-11 |
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