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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-04-24 |
| RI | RA | APPROVED | 2026-04-24 |
| MA | RA | APPROVED | 2026-04-23 |
| TX | RA | APPROVED_RES | 2026-04-13 |
| VT | RA | APPROVED | 2026-04-13 |
Branch Locations
15 Park Row West Suite 102, Providence, RI 02903 • United States
Foxborough, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Waltham | MA | 12/2007 | 11/2020 |
| Tiaa | Waltham | MA | 12/2007 | 11/2020 |
| Beacon Pointe Advisors, Llc | Waltham | MA | 11/2020 | 04/2025 |
| Beacon Pointe Insurance Services, Llc | Waltham | MA | 11/2020 | 04/2025 |
| Tiaa | Providence | RI | 03/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Providence | RI | 03/2026 | Present |
| Rodman For Kids | Foxboro | MA | 04/2022 | Present |
Name: Rodman For Kids Position: Board Treasurer Nature: Rodman For Kids is a non profit that serves at risk youth in underserved communities across Massachusetts. Part of our mission is to provide opportunities for these children to gain exposure to the Theatre through the Marilyn Rodman Theatre for Kids. We purchase tickets to off-broadway shows in Massachusetts and provide transportation to and from shows so children can experience the theatre. Additionally, have over 40 partner organizations across Massachusetts that serve the same youth across various areas. We provide education and support to these organizations on how to be viable over the long term so they can continue to serve youth in our communities. We also assist in fundraising through the Rodman Ride for Kids. Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 04/28/2022 Address: 10 Lincoln Rd, #205, Foxboro MA 02035, United States Description: Board member activities including voting on budgets and other organization wide initiatives. I also sit on the finance committee which is responsible for the organizations investment portfolio. I do not manage the portfolio but will make suggestions as to strategy and will present the investment portfolio results to the board.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-26 |
| S66 | Uniform Combined State Law Examination | 2000-09-08 |
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