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William Holland Sadler

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
VT RA APPROVED 2025-08-25
AL RA APPROVED 2025-08-15
TX RA APPROVED_RES 2025-08-15
NC RA APPROVED 2019-09-23
  • VT RA
    APPROVED
    Since 2025-08-25
  • AL RA
    APPROVED
    Since 2025-08-15
  • TX RA
    APPROVED_RES
    Since 2025-08-15
  • NC RA
    APPROVED
    Since 2019-09-23

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 07/2019 Present
Tiaa Charlotte NC 07/2019 Present
Elon University Elon NC 06/2017 05/2019
Ful-Time Education Baltimore MD 08/2009 01/2017
Unemployed Baltimore MD 05/2019 07/2019
Elon University Elon NC 02/2017 05/2019
  • 07/2019 → Present
    Tiaa-Cref Individual & Institutional Services, Llc
    Charlotte, NC
  • 07/2019 → Present
    Tiaa
    Charlotte, NC
  • 06/2017 → 05/2019
    Elon University
    Elon, NC
  • 08/2009 → 01/2017
    Ful-Time Education
    Baltimore, MD
  • 05/2019 → 07/2019
    Unemployed
    Baltimore, MD
  • 02/2017 → 05/2019
    Elon University
    Elon, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-23
  • S66 Uniform Combined State Law Examination
    2019-09-23
Other Names
  • William Sadler

View on SEC IAPD

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