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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-28 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, 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 | 09/2012 | 11/2024 |
| Tiaa | Charlotte | NC | 09/2012 | 01/2025 |
| Tiaa | Charlotte | NC | 04/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 04/2026 | Present |
| Not Employed | Charlotte | NC | 02/2025 | 03/2026 |
(1) Name: First United Methodist Church Charlotte Position: member Servant Leader Board Nature: Religious institution Investment Related: No Hours: 4 Securities Trading Hours: 0 Start Date: 01/23/2022 Address: 501 N Tryon St, Charlotte NC 28202, United States Description: Board Member (2) Name: Self publishing Position: author Nature: self publishing book. through amazon kindle direct program as well as Essays/poetry on medium. songs/videos on youtube Investment Related: No Hours: 4 Securities Trading Hours: 0 Start Date: 09/28/2023 Address: Home Address, Charlotte NC 28210, United States Description: author
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-29 |
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