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Lucas Matthew Hartman

Tiaa-Cref Individual & Institutional Services, LLC

Charlotte, NC

Charlotte, NC

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Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-09-12
  • NC RA
    APPROVED
    Since 2022-09-12

Branch Locations

8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States

Charlotte, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 06/2022 Present
Tiaa Charlotte NC 06/2022 Present
Caromont Health Gastonia NC 03/2017 06/2022
Cabarrus County Schools Concord NC 08/2018 06/2019
Atrium Health Charlotte NC 09/2017 12/2019
Select Medical Charlotte NC 02/2018 09/2018
University Of North Carolina At Charlotte Charlotte NC 08/2013 05/2017
Tiaa Charlotte NC 06/2021 08/2021
  • 06/2022 → Present
    Tiaa-Cref Individual & Institutional Services, Llc
    Charlotte, NC
  • 06/2022 → Present
    Tiaa
    Charlotte, NC
  • 03/2017 → 06/2022
    Caromont Health
    Gastonia, NC
  • 08/2018 → 06/2019
    Cabarrus County Schools
    Concord, NC
  • 09/2017 → 12/2019
    Atrium Health
    Charlotte, NC
  • 02/2018 → 09/2018
    Select Medical
    Charlotte, NC
  • 08/2013 → 05/2017
    University Of North Carolina At Charlotte
    Charlotte, NC
  • 06/2021 → 08/2021
    Tiaa
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-12
  • S66 Uniform Combined State Law Examination
    2022-09-12
Other Names
  • Lucas M Hartman
  • Lucas Hartman
  • Luke Hartman
  • Lucas Matthew Hartman

View on SEC IAPD

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