Gavin Grant Reber

$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	2024-01-08

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	Charlotte	NC	06/2023	Present
Tiaa-Cref Individual & Institutional Services, Llc	Charlotte	NC	06/2023	Present
Tuition Landscape Llc	Stanley	NC	04/2017	05/2021
Quiktrip	Denver	NC	01/2019	06/2019
Enviro-Master	Charlotte	NC	05/2020	07/2020
Tiaa	Charlotte	NC	06/2022	08/2022
East Carolina University	Greenville	NC	08/2019	05/2023
Lincoln Charter School	Denver	NC	01/2015	05/2019

06/2023 → Present

Tiaa

Charlotte, NC
06/2023 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Charlotte, NC
04/2017 → 05/2021

Tuition Landscape Llc

Stanley, NC
01/2019 → 06/2019

Quiktrip

Denver, NC
05/2020 → 07/2020

Enviro-Master

Charlotte, NC
06/2022 → 08/2022

Tiaa

Charlotte, NC
08/2019 → 05/2023

East Carolina University

Greenville, NC
01/2015 → 05/2019

Lincoln Charter School

Denver, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-06