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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-06-03 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
Denver, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 11/2008 | 10/2019 |
| P.J. Robb Variable Corporation | Denver | NC | 10/2019 | 05/2021 |
| Crump Life Insurance Services | Harrisburg | PA | 10/2019 | 05/2021 |
| Tiaa | Charlotte | NC | 05/2021 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-16 |
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