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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2006-11-30 |
Branch Locations
Harrisburg, NC • United States
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
14120 Ballantyne Corporate Place Suite 300, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 10/2003 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 10/2003 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-19 |
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