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Elizabeth Ann Mcgeachy

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 2024-01-02
  • NC RA
    APPROVED
    Since 2024-01-02

Branch Locations

8500 Andrew Carnegie Blvd. Charlotte Regional, 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 Charlotte NC 12/2023 Present
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 12/2023 Present
Unemployed Charlotte NC 06/2002 09/2021
Stephens Inc. Charlotte NC 09/2021 11/2023
Previous Registrations
  • 2021-11-30 → 2023-12-06
    Stephens
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-23
S65 Uniform Investment Adviser Law Examination 1997-05-30
S63 Uniform Securities Agent State Law Examination 1997-05-23
  • S66 Uniform Combined State Law Examination
    2021-11-23
  • S65 Uniform Investment Adviser Law Examination
    1997-05-30
  • S63 Uniform Securities Agent State Law Examination
    1997-05-23
Other Names
  • Liz Gaskill
  • Elizabeth Gaskill
  • Elizabeth Cashwell Gaskill
  • Elizabeth C Gaskill

View on SEC IAPD

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