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Kevin William Iobbi

Tiaa-Cref Individual & Institutional Services, LLC

Charlotte, NC

Charlotte, NC

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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
AL RA APPROVED 2026-05-04
TX RA APPROVED 2026-05-04
VT RA APPROVED 2026-05-04
NC RA APPROVED 2025-09-01
  • AL RA
    APPROVED
    Since 2026-05-04
  • TX RA
    APPROVED
    Since 2026-05-04
  • VT RA
    APPROVED
    Since 2026-05-04
  • NC RA
    APPROVED
    Since 2025-09-01

Branch Locations

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

Charlotte, NC • 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
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 06/2025 Present
Tiaa Charlotte NC 08/2022 Present
Third Bridge New York NY 09/2021 05/2022
Greenwich Highschool Greenwich CT 09/2014 06/2017
Hamilton College Clinton NY 08/2017 05/2022
  • 06/2025 → Present
    Tiaa-Cref Individual & Institutional Services, Llc
    Charlotte, NC
  • 08/2022 → Present
    Tiaa
    Charlotte, NC
  • 09/2021 → 05/2022
    Third Bridge
    New York, NY
  • 09/2014 → 06/2017
    Greenwich Highschool
    Greenwich, CT
  • 08/2017 → 05/2022
    Hamilton College
    Clinton, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-30
  • S65 Uniform Investment Adviser Law Examination
    2025-08-30
Other Names
  • Kevin William Iobbi
  • Kevin Iobbi

View on SEC IAPD

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