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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-11-14 |
Branch Locations
8500 Andrew Carnegie Blvd Charlotte Trac, 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-Cref Individual & Institutional Services, Llc | Charlotte | NC | 08/1997 | 07/2019 |
| Tiaa | Charlotte | NC | 08/1997 | 07/2019 |
| Crump Life Insurance Services | Charlotte | NC | 11/2019 | 08/2022 |
| P.J. Robb Variable Corp. | Charlotte | NC | 01/2020 | 08/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 08/2022 | Present |
| Tiaa | Charlotte | NC | 08/2022 | Present |
| Unemployed | Charlotte | NC | 07/2019 | 11/2019 |
RENTAL POSITION: Owner NATURE: Residential property rental. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/20/2008 ADDRESS: 7424 Hannah Alexander Lane, Charlotte NC 28227, United States DESCRIPTION: Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-06 |
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