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Inactive

Jedediah Matthew Koenigsberg

Tiaa-Cref Individual & Institutional Services, LLC

Barrington, RI

Providence, RI

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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
AL RA APPROVED 2026-01-23
TX RA APPROVED 2026-01-23
VT RA APPROVED 2025-10-30
RI RA APPROVED 2025-09-13
  • AL RA
    APPROVED
    Since 2026-01-23
  • TX RA
    APPROVED
    Since 2026-01-23
  • VT RA
    APPROVED
    Since 2025-10-30
  • RI RA
    APPROVED
    Since 2025-09-13

Branch Locations

Barrington, RI • United States

15 Park Row West Suite 102, Providence, RI 02903 • 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-Cref Individual & Institutional Services, Llc Providence RI 06/2025 Present
Tiaa Providence RI 07/2019 Present
Mfs Investment Management Boston MA 11/2007 02/2019
Unemployed Newton MA 03/2019 06/2019
Previous Registrations
  • 2003-02-24 → 2006-06-06
    Allianz Global Investors Managed Accounts Llc
    Stamford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-12
S63 Uniform Securities Agent State Law Examination 1999-08-10
  • S65 Uniform Investment Adviser Law Examination
    2025-09-12
  • S63 Uniform Securities Agent State Law Examination
    1999-08-10

View on SEC IAPD

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