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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-12 |
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 | Denver | CO | 10/2018 | 03/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 10/2018 | 03/2025 |
| Yummys Mobile | Westminster | CO | 01/2014 | 03/2017 |
| Barbizon Light Of The Rockies | Denver | CO | 03/2017 | 10/2018 |
| Colorado Financial Service Corporation | Centennial | CO | 07/2025 | 05/2026 |
| Unemployed | Westminster | CO | 04/2025 | 06/2025 |
| Tiaa | Charlotte | NC | 08/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 08/2026 | Present |
| Unemployed | Westminster | CO | 06/2026 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-17 |
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