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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 2024-11-13
  • NC RA
    APPROVED
    Since 2024-11-13

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
Instacart Durham NC 03/2016 Present
North Carolina Department Of Insurance Raleigh NC 10/2018 12/2020
Environmental Services Solutions Durham NC 10/2019 12/2020
Uber Durham NC 03/2016 03/2021
Panera Bread Durham NC 05/2019 06/2020
Blue Cross And Blue Shield Of North Carolina Durham NC 07/2013 10/2018
Amazon Durham NC 04/2022 03/2023
Wells Fargo Clearing Services Llc Charlotte NC 04/2021 05/2024
Tiaa Charlotte NC 10/2024 Present
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 10/2024 Present
Longhorn Steakhouse Charlotte NC 08/2023 Present
Clay'S Castoff Collabos, Llc Charlotte NC 04/2022 Present
  • 03/2016 → Present
    Instacart
    Durham, NC
  • 10/2018 → 12/2020
    North Carolina Department Of Insurance
    Raleigh, NC
  • 10/2019 → 12/2020
    Environmental Services Solutions
    Durham, NC
  • 03/2016 → 03/2021
    Uber
    Durham, NC
  • 05/2019 → 06/2020
    Panera Bread
    Durham, NC
  • 07/2013 → 10/2018
    Blue Cross And Blue Shield Of North Carolina
    Durham, NC
  • 04/2022 → 03/2023
    Amazon
    Durham, NC
  • 04/2021 → 05/2024
    Charlotte, NC
  • 10/2024 → Present
    Tiaa
    Charlotte, NC
  • 10/2024 → Present
    Charlotte, NC
  • 08/2023 → Present
    Longhorn Steakhouse
    Charlotte, NC
  • 04/2022 → Present
    Clay'S Castoff Collabos, Llc
    Charlotte, NC
Previous Registrations
Other Businesses

(1) Name: Instacart Position: shopper Nature: I contract with Instacart as a shopper in Charlotte, NC; Not investment related, Started on 03/01/2016, I devote 24 hours per month to this activity, 0 hours during trading Investment Related: No Hours: 24 Securities Trading Hours: 0 Start Date: 03/01/2016 Address: Home Address, Charlotte NC 28269, United States Description: personal shopping and delivery services 2) HARRIS TEETER POSITION: Part time cashier NATURE: The nature of a grocery store's business is to retail foodstuffs and household items to consumers ranging from small neighborhood shops selling daily essentials to large supermarkets offering a vast selection of fresh and packaged goods, non-food products, and specialized items. The industry focuses on providing food necessities, with business models varying by size, target market (e.g., organic, discount), and community integration, all while navigating economic factors and supply chain dynamics. INVESTMENT RELATED: No NUMBER OF HOURS: 64 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2025 ADDRESS: 2717 South Blvd, Charlotte NC 28209, United States DESCRIPTION: As a part-time cashier, my role centers on accurately processing transactions and providing excellent customer service during my scheduled hours. The scope is generally limited to the front end of the store, though it may include some additional tasks like stocking during slower periods. (3) EBENEZER MISSIONARY BAPTIST CHURCH POSITION: Notary Public NATURE: Notary Public; I am be a notary public for church members, charging state approved fees for general notary work as allowed by North Carolina law. I witness documents and offer remote and notary services such as acknowledgements, oaths, affirmations, verifications and proofs. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2025 ADDRESS: 1621 County Line Rd, Kings Mountain NC 28086, United States DESCRIPTION: I do general notary work, as allowed by the laws of North Carolina. I witness documents and offer remote and notary services such as acknowledgements, oaths, affirmations, verifications and proofs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-04
  • S66 Uniform Combined State Law Examination
    2021-08-04
Other Names
  • Ingrid Dalicia Boyce
  • Ingrid Dalicia Clay
  • Ingrid D Clay

View on SEC IAPD

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