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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED_RES | 2025-08-14 |
| VT | RA | APPROVED | 2025-08-14 |
| NC | RA | APPROVED | 2024-07-12 |
| SC | RA | APPROVED | 2023-07-17 |
Branch Locations
Indian Land, SC • United States
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 07/2015 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 07/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-21 |
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