Kandi Brezette Rudolph

Current Employers

Employment History

• 09/2010 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
• 09/2010 → Present
  Tiaa
  Charlotte, NC

Previous Registrations

• 2010-06-29 → 2010-09-21
  Edward Jones
  Cornelius, NC
  St Louis, MO

Other Businesses

(1) ELYSSE ROSE LLC POSITION: Owner NATURE: LLC will be used for general business like hobbies, homemade goods/crafts and maintaining my real estate license. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/09/2021 ADDRESS: Home Address, Charlotte NC 28213, United States DESCRIPTION: Managing general business (2) STRATFORD RICHARDSON YMCA POSITION: Board Member NATURE: The purpose of the Board of Managers is to extend the Mission of the YMCA of Greater Charlotte and the Stratford Richardson YMCA to the community served. This is accomplished by a commitment to provide governance, policy and goal setting guidance at the branch level in pursuit of short and long-term objectives. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/11/2025 ADDRESS: 1946 West BLVD, Charlotte NC 28208, United States DESCRIPTION: Leadership will require active involvement by the board member through gifts of time, skills and resources to assist the YMCA in ongoing pursuit of its mission. (3) JACK AND JILL OF AMERICA POSITION: Chapter Financial Secretary NATURE: In this volunteer organization I will act as Financial Secretary for the local chapter. My duties involve documenting financial related activities for chapter book keeping. I have no check writing capabilities, tax related preparation, or financial decision making authority. Chapter Financial Secretary; Monthly reports detailing all intake of monies collected. All receipts of financial intake. A complete list of membership dues owed and paid. Record of assessments collected per Grade Group, including amounts, purpose, and payment status. Records of communication sent to members regarding financial obligations Documentation of any special payment arrangements approved by the Executive Board Inventory of any outstanding receivables Summary of fundraising event proceeds Access and credentials to Chapter Financial Secretary email account INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: PO Box 480234, Charlotte NC 28269, United States DESCRIPTION: Accounting/Booking Related

Exams

• S66 Uniform Combined State Law Examination
  2010-06-26

Other Names

• Kandi Brezette Elder-Wade
• Kandi Brezette Wade