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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-14 |
| NC | RA | APPROVED | 2022-09-16 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
Fort Mill, SC • 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 | 06/2022 | Present |
| Tiaa | Charlotte | NC | 06/2022 | Present |
| Unemployed | Matthews | NC | 01/2022 | 05/2022 |
| Anderson University | Anderson | SC | 08/2018 | 12/2021 |
| Fastenal | Anderson | SC | 11/2020 | 12/2021 |
| Tiaa | Charlotte | NC | 06/2021 | 08/2021 |
| Covenant Day School | Matthews | NC | 01/2012 | 05/2018 |
| Harris Teeter | Indian Trail | NC | 05/2017 | 08/2019 |
| Cava | Charlotte | NC | 05/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-16 |
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