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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-24 |
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-Cref Individual & Institutional Services, Llc | Charlotte | NC | 03/2018 | 07/2022 |
| Tiaa | Charlotte | NC | 03/2018 | 07/2022 |
| Business Acquisitions & Merger Associates | Charlotte | NC | 09/2016 | 11/2016 |
| Branch Banking & Trust Company | Matthews | NC | 05/2017 | 03/2018 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2014 | 05/2017 |
| Alight Financial Advisors, Llc | Charlotte | NC | 11/2022 | 03/2025 |
| Alight Financial Solutions, Llc | Charlotte | NC | 08/2022 | 03/2025 |
| Tiaa | Charlotte | NC | 03/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-30 |
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