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Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-04-10
  • NC RA
    APPROVED
    Since 2024-04-10

Branch Locations

Charlotte, NC • United States

8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Whole U Seattle WA 06/2021 12/2021
Amazon Greensboro NC 05/2020 11/2020
Woodberry Forest School Woodberry Forest NC 01/2021 01/2021
Woodberry Forest School Woodberry Forest VA 06/2019 07/2019
Chapel Hill Tennis Club Carrborro NC 06/2016 08/2018
Riptide Lacrosse Chapel Hill NC 06/2014 07/2017
Woodberry Forest School Woodberry Forest VA 08/2014 06/2018
Elon University Elon NC 08/2018 05/2022
Self Employed Elon NC 01/2022 01/2022
Thomas E Powell Company Elon NC 06/2019 09/2019
Vanguard Marketing Corporation Charlotte NC 05/2022 02/2024
Tiaa Charlotte NC 03/2024 Present
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 03/2024 Present
  • 06/2021 → 12/2021
    The Whole U
    Seattle, WA
  • 05/2020 → 11/2020
    Amazon
    Greensboro, NC
  • 01/2021 → 01/2021
    Woodberry Forest School
    Woodberry Forest, NC
  • 06/2019 → 07/2019
    Woodberry Forest School
    Woodberry Forest, VA
  • 06/2016 → 08/2018
    Chapel Hill Tennis Club
    Carrborro, NC
  • 06/2014 → 07/2017
    Riptide Lacrosse
    Chapel Hill, NC
  • 08/2014 → 06/2018
    Woodberry Forest School
    Woodberry Forest, VA
  • 08/2018 → 05/2022
    Elon University
    Elon, NC
  • 01/2022 → 01/2022
    Self Employed
    Elon, NC
  • 06/2019 → 09/2019
    Thomas E Powell Company
    Elon, NC
  • 05/2022 → 02/2024
    Vanguard Marketing Corporation
    Charlotte, NC
  • 03/2024 → Present
    Tiaa
    Charlotte, NC
  • 03/2024 → Present
    Charlotte, NC
Other Businesses

SLURP POSITION: no official title or position. Content creator NATURE: I am starting to create videos for a brand named slurp who are selling electrolyte supplemental for dogs. I have the ability to be paid if someone clicks on my video and purchases the product, otherwise, no payment comes from this. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/29/2026 ADDRESS: Home Address, Charlotte NC 28209, United States DESCRIPTION: Creating video content promoting the product and uploading it to trybe which is meta platform

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-10
S63 Uniform Securities Agent State Law Examination 2022-08-01
  • S66 Uniform Combined State Law Examination
    2024-04-10
  • S63 Uniform Securities Agent State Law Examination
    2022-08-01
Other Names
  • Boz
  • Max Bozymski
  • Max Gabriel Bozymski

View on SEC IAPD

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