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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2013-09-18 |
Branch Locations
650 Peter Jefferson Parkway Suite 250, Charlottesville, VA 22911 • United States
Charlottesville, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlottesville | VA | 09/2013 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlottesville | VA | 09/2013 | Present |
RENTAL PROPERTY (CONDO), 1948 KENNEDY DR #102, MCLEAN, VA 22012 POSITION: Joint Owner NATURE: Rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 1948 Kennedy Dr, #102, McLean VA 22102, United States DESCRIPTION: My prior residence (a condo in McLean, VA) has been rented-out to various tenants since at least 2013; being managed by a real estate firm in Alexandria, VA, Wilkinson PM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-19 |
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