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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-02-26 |
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 | 07/2018 |
| Tiaa | Charlotte | NC | 12/2010 | 07/2018 |
| Tiaa | Charlotte | NC | 02/2020 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 02/2020 | Present |
| Tiaa | Charlotte | NC | 07/2018 | 02/2020 |
PROPERTY MANAGEMENT. WE DO NOT HAVE A BUSINESS NAME POSITION: Owner NATURE: Rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2014 ADDRESS: Legacy OBA - Address Not Available, Charlotte NC 28226, United States DESCRIPTION: Rental property purchase. I will be managing the properties. I will have three total investment properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-24 |
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