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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-06-21 |
| NC | RA | APPROVED | 2021-10-04 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
Fort Mill, SC • 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-Cref Individual & Institutional Services, Llc | Charlotte | NC | 09/2019 | Present |
| Tiaa | Charlotte | NC | 09/2019 | Present |
| Red Ventures | Fort Mill | SC | 03/2014 | 04/2019 |
| Unemployed | Fort Mill | SC | 04/2019 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-21 |
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