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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| NJ | RA | APPROVED | 2024-06-19 |
| DE | RA | APPROVED | 2014-05-15 |
Branch Locations
200 Continental Drive #401 Office #433, #431, #438, Newark, DE 19713 • United States
Mullica Hill, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Newark | DE | 08/2007 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Newark | DE | 08/2007 | Present |
328 EAST 24TH AVE. CONDOMINIUM ASSOCIATION POSITION: treasurer role includes check writing authorization to pay bills for HOA NATURE: Condominium Home Owners Association (HOA). 6 member HOA. No compensation for this role. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2020 ADDRESS: 328 East 24th Ave., Unit 212, North Wildwood NJ 08260, United States DESCRIPTION: Treasurer.check writing authorization (only treasurer and HOA president have check writing authorization), pay bills for HOA such as landscaping and utility bills. There is no compensation that will be paid to me for this role.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-15 |
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