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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-01-21 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, 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 | 07/2014 | Present |
| Tiaa | Chalrlotte | NC | 07/2014 | Present |
SHAMROCK SQUARE LLC POSITION: Member NATURE: This LLC is the owner of the Shamrock Square townhomes. There are 4 townhomes that are being built. This units will be rented out. This is a LLC created by and the managing member is my father. He is gifting 25% ownership to myself, and my two sisters. We will be members. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/17/2026 ADDRESS: 7029 Burlwood Road, Charlotte NC 28211, United States DESCRIPTION: I will help find the company that will serve as our property manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-21 |
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