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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-21 |
| NC | RA | APPROVED | 2005-01-14 |
Branch Locations
15720 Brixham Hill Ave Suite 300, Charlotte, NC 28277 • United States
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
Indian Trail, NC • 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 | 11/2004 | Present |
| Tiaa | Charlotte | NC | 11/2004 | Present |
ST. MARGARETS EPISCOPAL CHURCH POSITION: Chair / Lead the meetings NATURE: Church related excess investment funds INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2016 ADDRESS: 8515 Rea Road, Waxhaw NC 28173, United States DESCRIPTION: Sitting on the Investment Committee for oversight purposes. We will meet once per quarter for approximately 1 hr or less at a time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-25 |
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