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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2014-09-25 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
Charlotte, NC • 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 | 12/2010 | Present |
| Tiaa | Charlotte | NC | 12/2010 | Present |
CHARLOTTE TRACK CLUB, INC. POSITION: Secretary of Board of Directors NATURE: Charlotte Track Club, Inc., 501(c)(3), is a volunteer based non-profit organization that centers around running. CTC's Mission is to help foster a more active and healthy Charlotte by providing running/health programs, events, and activities that improve family life. INVESTMENT RELATED: No NUMBER OF HOURS: 18 SECURITIES TRADING HOURS: 0 START DATE: 11/08/2012 ADDRESS: 8640 University City Blvd., Suite A3, PMB 236, Charlotte NC 28213, United States DESCRIPTION: As Board Secretary, I schedule Board meetings, record Board meeting minutes, maintain organization records, publish organization notices, and help with the decision-making for the club's operations, and future growth and success.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-21 |
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