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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-24 |
| VT | RA | APPROVED | 2026-01-22 |
| AL | RA | APPROVED | 2025-10-30 |
| TX | RA | APPROVED | 2025-10-30 |
| NC | RA | APPROVED | 2025-09-11 |
Branch Locations
5425 Page Road Suite 220, Durham, NC 27703 • United States
Chapin, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Durham | NC | 05/2014 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Chapel Hill | NC | 05/2014 | 08/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Durham | NC | 07/2025 | Present |
(1) Name: Inactive Real Estate License Position: Broker Nature: Real Estate Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 05/22/2014 Address: Home Address, Apex NC 27523, United States Description: Sales and marketing of residential real estate.. (2) Name: Cornerstone Presbyterian Church Position: President Nature: Serve on the finance committee and as a finance elder on Session. Also listed in documents as the president of the (non-profit) corporation. Investment Related: No Hours: 4 Securities Trading Hours: 0 Start Date: 04/04/2018 Address: 2220 High House Road, Cary NC 27519, United States Description: Work with the committee to generate the church budget and oversee donations to and expenses of church.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-03-08 |
| S65 | Uniform Investment Adviser Law Examination | 2010-07-17 |
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