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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 2023-09-27
  • NC RA
    APPROVED
    Since 2023-09-27

Branch Locations

8500 Andrew Carnegie Blvd Charlotte Trac, Charlotte, NC 28262 • United States

Cary, 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
Tiaa Charlotte NC 06/2023 Present
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 06/2023 Present
Tiaa Charlotte NC 06/2022 08/2022
Unc Charlotte Charlotte NC 08/2021 12/2022
Cranfill Sumner & Hartzog Llp Charlotte NC 05/2021 10/2021
Greenhope High School Cary NC 08/2015 05/2019
Unc Charlotte Charlotte NC 08/2019 06/2023
  • 06/2023 → Present
    Tiaa
    Charlotte, NC
  • 06/2023 → Present
    Charlotte, NC
  • 06/2022 → 08/2022
    Tiaa
    Charlotte, NC
  • 08/2021 → 12/2022
    Unc Charlotte
    Charlotte, NC
  • 05/2021 → 10/2021
    Cranfill Sumner & Hartzog Llp
    Charlotte, NC
  • 08/2015 → 05/2019
    Greenhope High School
    Cary, NC
  • 08/2019 → 06/2023
    Unc Charlotte
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-27
  • S66 Uniform Combined State Law Examination
    2023-09-27

View on SEC IAPD

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