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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-09-21 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 07/2019 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 07/2019 | Present |
| Unemployed | Charlotte | NC | 06/2019 | 06/2019 |
| Tiaa | Charlotte | NC | 06/2018 | 08/2018 |
| The University Of North Carolina At Greensboro | Greensboro | NC | 08/2015 | 05/2019 |
| First Citizens Bank | Charlotte | NC | 05/2017 | 08/2017 |
| Mattel American Girl | Charlotte | NC | 11/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-07 |
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