Ashlyn Elizabeth Shalati

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2022-07-14

Branch Locations

8500 Andrew Carnegie Blvd Charlotte Trac, Charlotte, NC 28262 • 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	01/2022	Present
Tiaa	Charlotte	NC	01/2022	Present
Union Academy	Monroe	NC	07/2014	06/2018
Catering By Tara	Charlotte	NC	06/2018	08/2018
Unc Charlotte	Charlotte	NC	09/2018	12/2021
Union Academy	Monroe	NC	05/2019	08/2019
Tiaa	Charlotte	NC	06/2020	08/2020
Unc Charlotte Housing	Charlotte	NC	08/2020	05/2021
Tiaa	Charlotte	NC	06/2021	08/2021

01/2022 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Charlotte, NC
01/2022 → Present

Tiaa

Charlotte, NC
07/2014 → 06/2018

Union Academy

Monroe, NC
06/2018 → 08/2018

Catering By Tara

Charlotte, NC
09/2018 → 12/2021

Unc Charlotte

Charlotte, NC
05/2019 → 08/2019

Union Academy

Monroe, NC
06/2020 → 08/2020

Tiaa

Charlotte, NC
08/2020 → 05/2021

Unc Charlotte Housing

Charlotte, NC
06/2021 → 08/2021

Tiaa

Charlotte, NC

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-07-14
S63	Uniform Securities Agent State Law Examination	2022-05-27