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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-29 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
Charlotte, NC • 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 | 02/2008 | 10/2024 |
| Tiaa | Charlotte | NC | 02/2008 | 10/2024 |
| Morgan Stanley | Washington | DC | 02/2025 | 05/2025 |
| Unemployed | Charlotte | NC | 10/2024 | 02/2025 |
| Tru Independence Asset Management, Llc | Charlotte | NC | 07/2025 | 07/2026 |
| Unemployed | Charlotte | NC | 05/2025 | 07/2025 |
| Apw Capital, Inc. | Rockaway | NJ | 06/2025 | 07/2026 |
| Tiaa | Charlotte | NC | 07/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-25 |
| S66 | Uniform Combined State Law Examination | 2002-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-27 |
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