Elyse Marie Long

Tiaa-Cref Individual & Institutional Services, LLC

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Current Employers

Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2024-07-19

NC RA
APPROVED

Since 2024-07-19

Branch Locations

Davidson, NC • United States

8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • 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

Organization	City	State	From	To
Tiaa	Charlotte	NC	04/2024	Present
Tiaa-Cref Individual & Institutional Services, Llc	Charlotte	NC	04/2024	Present
Unemployed	Davidson	NC	11/2023	03/2024
Real Genius	Charlotte	NC	11/2022	11/2023
First Bank/Consumer Direct	Charlotte	NC	05/2021	07/2022
Matrix Brokerage	Charlotte	NC	08/2018	02/2021
Tiaa Bank	Charlotte	NC	01/2014	08/2018
Unemployed	Davidson	NC	08/2022	10/2022

04/2024 → Present

Tiaa

Charlotte, NC
04/2024 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Charlotte, NC
11/2023 → 03/2024

Unemployed

Davidson, NC
11/2022 → 11/2023

Real Genius

Charlotte, NC
05/2021 → 07/2022

First Bank/Consumer Direct

Charlotte, NC
08/2018 → 02/2021

Matrix Brokerage

Charlotte, NC
01/2014 → 08/2018

Tiaa Bank

Charlotte, NC
08/2022 → 10/2022

Unemployed

Davidson, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-07-19

S66 Uniform Combined State Law Examination

2024-07-19

Other Names

Elyse Marie Larocca
Elyse M Long

View on SEC IAPD

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