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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 2026-07-22
  • NC RA
    APPROVED
    Since 2026-07-22

Branch Locations

8500 Andrew Carnegie Blvd Charlotte Trac, 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
Ameriprise Financial Services, Llc Minneapolis MN 06/2023 06/2026
Eagan High School Eagan MN 06/2015 06/2019
University Of Nebraska-Lincoln Lincoln NE 06/2019 06/2023
Mendakota Country Club Mendota Heights MN 08/2017 11/2017
Dive Guys Aquatic Weed Removal Eagan MN 05/2020 08/2020
Troc Global St Louis Park MN 12/2020 06/2021
Mid America Tire Casings Lincoln NE 01/2022 07/2022
West Gate Bank Lincoln NE 05/2022 05/2023
Tiaa Charlotte NC 07/2026 Present
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 07/2026 Present
  • 06/2023 → 06/2026
    Minneapolis, MN
  • 06/2015 → 06/2019
    Eagan High School
    Eagan, MN
  • 06/2019 → 06/2023
    University Of Nebraska-Lincoln
    Lincoln, NE
  • 08/2017 → 11/2017
    Mendakota Country Club
    Mendota Heights, MN
  • 05/2020 → 08/2020
    Dive Guys Aquatic Weed Removal
    Eagan, MN
  • 12/2020 → 06/2021
    Troc Global
    St Louis Park, MN
  • 01/2022 → 07/2022
    Mid America Tire Casings
    Lincoln, NE
  • 05/2022 → 05/2023
    West Gate Bank
    Lincoln, NE
  • 07/2026 → Present
    Tiaa
    Charlotte, NC
  • 07/2026 → Present
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-01
  • S66 Uniform Combined State Law Examination
    2023-09-01
Other Names
  • Jack William Mason
  • Jack Mason

View on SEC IAPD

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