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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-09-27 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, 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 | Charlotte | NC | 06/2021 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 06/2021 | Present |
| Student | Midland | NC | 01/2011 | 08/2017 |
| Jesse Helms Center Foundation | Wingate | NC | 04/2018 | 07/2018 |
| Tiaa | Charlotte | NC | 06/2019 | 08/2020 |
| H&R Block | Harrisburg | NC | 12/2020 | 06/2021 |
| Unc Chapel Hill | Chapel Hill | NC | 08/2017 | 02/2021 |
| Unc Chapel Hill | Durham | NC | 08/2017 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-27 |
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