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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-01-06 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 03/2017 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 03/2017 | Present |
| Xerox/Highmark | Charlotte | NC | 08/2016 | 11/2016 |
| Community Capital Management | Charlotte | NC | 10/2016 | 02/2017 |
DOOR DASH POSITION: Driver NATURE: Food delivery. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 12/14/2024 ADDRESS: 303 2ND ST SUITE 800 SOUTH ST TOWER, SAN FRANCISCO CA 94107, United States DESCRIPTION: Food Delivery
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-06 |
| S66 | Uniform Combined State Law Examination | 2007-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-21 |
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