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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2013-07-19 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
Concord, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 06/2013 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 06/2013 | Present |
(1) RENTAL PROPERTY POSITION: Owner - Landlord NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 1300 Larchmont Pl, #808, Salisbury NC 28144, United States DESCRIPTION: We own a condo which is currently being rented by a tenant. (2) THREE PILLARS PROPERTY VENTURES, LLC POSITION: Co-Manager NATURE: This LLC will be used for the purpose of purchasing Real Estate Investments to be bought, renovated & sold. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2025 ADDRESS: Home Address, Concord NC 28027, United States DESCRIPTION: Help evaluate properties, hire contractors & ensure work completion. (3) RENTAL PROPERTY LANDLORD POSITION: Owner NATURE: Long-Term single-family rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/21/2025 ADDRESS: 1224 Moreland Ave, Kannapolis NC 28081, United States DESCRIPTION: Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-22 |
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