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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-04-11 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, 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 | 10/2015 | Present |
| Tiaa | Charlotte | NC | 10/2015 | Present |
(1) NCHSAA POSITION: I would be a basketball referee NATURE: to assist schools that have sporting events with the officiating of these events. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 222 Finley Golf Course Rd, Chapel Hill NC 27517, United States DESCRIPTION: Middle/High School basketball and football referee with NCHSAA. (2) GOURMAI, INC. POSITION: Chief Product officer NATURE: in the process of developing an application that will serve as a meal planner and grocery ordering bot. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2026 ADDRESS: 2810 N Church St, Wilmington DE 19802, United States DESCRIPTION: responsible for strategy to bring the app from an idea to launch.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-11 |
| S66 | Uniform Combined State Law Examination | 2015-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-14 |
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