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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-05 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 06/2021 | 02/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 06/2021 | 02/2025 |
| Hilaman Golf Course | Tallahassee | FL | 10/2018 | 07/2021 |
| Tiaa | Denver | CO | 06/2020 | 08/2020 |
| North Florida School Of Special Education | Jacksonville | FL | 01/2017 | 05/2017 |
| Jacksonville University | Jacksonville University | FL | 07/2016 | 05/2017 |
| Florida State University | Tallahassee | FL | 08/2017 | 12/2020 |
| Bitesquad | Tallahassee | FL | 10/2017 | 04/2018 |
| Tiaa | Charlotte | NC | 02/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 02/2026 | Present |
| Accenture | Charlotte | NC | 02/2025 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-27 |
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