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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-07-12 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
Huntersville, NC • 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 | 10/2007 | Present |
| Tiaa | Charlotte | NC | 10/2007 | Present |
(1) LANDLORD OF PROPERTY POSITION: Landlord NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2010 ADDRESS: 12417 Cumberland Cove Dr., Charlotte NC 28273 DESCRIPTION: Sole proprietor - Landlord of property. I own 2 rental properties. This OBA represents 1 of the 2 properties. (2) PLANNERS PROPERTY MANAGEMENT, LLC - 1/3 OWNER OF RENTAL PROPERTY POSITION: LLC Member-Manager NATURE: Rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/28/2012 ADDRESS: 7537 Chasewater Dr, Harrisburg NC 28075, United States DESCRIPTION: Owning rental properties (3) BACK NINE PROPERTY GROUP, LLC POSITION: Managing Member NATURE: Rental property business. Business owns mobile homes and lots upon which we will collect rent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/19/2025 ADDRESS: Home Address, Huntersville NC 28078, United States DESCRIPTION: 15% owner of a rental property business. Responsibilities will be responding to occasional inquiries from property manager.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-23 |
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