Olivia Rai Newsome

$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	2024-10-22

Branch Locations

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-Cref Individual & Institutional Services, Llc	Charlotte	NC	06/2022	Present
Tiaa	Charlotte	NC	06/2022	Present
General Services Administration	Philadelphia	PA	06/2021	04/2022
Temple University	Philadelphia	PA	08/2018	05/2022
St. Stephens & St. Agnes School	Alexandria	VA	07/2012	06/2018
Amit Trading	Alexandria	VA	01/2020	04/2020
Scribe Video Center	Alexandria	VA	09/2019	12/2019
South Moon Under	Alexandria	VA	06/2019	08/2019
Alexandria City Recreation Department	Alexandria	VA	06/2017	07/2020

06/2022 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Charlotte, NC
06/2022 → Present

Tiaa

Charlotte, NC
06/2021 → 04/2022

General Services Administration

Philadelphia, PA
08/2018 → 05/2022

Temple University

Philadelphia, PA
07/2012 → 06/2018

St. Stephens & St. Agnes School

Alexandria, VA
01/2020 → 04/2020

Amit Trading

Alexandria, VA
09/2019 → 12/2019

Scribe Video Center

Alexandria, VA
06/2019 → 08/2019

South Moon Under

Alexandria, VA
06/2017 → 07/2020

Alexandria City Recreation Department

Alexandria, VA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-03-20
S63	Uniform Securities Agent State Law Examination	2022-11-02