Jeffrey David Weygant

Tiaa-Cref Individual & Institutional Services, LLC

Ballston Spa, NY

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Current Employers

Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
VT	RA	APPROVED	2025-08-26
NY	RA	APPROVED	2021-05-25

VT RA
APPROVED

Since 2025-08-26
NY RA
APPROVED

Since 2021-05-25

Branch Locations

30 Century Hill Drive Suite 300, Latham, NY 12110 • United States

Ballston Spa, NY • 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

Organization	City	State	From	To
Tiaa	Latham	NY	11/2014	Present
Tiaa-Cref Individual & Institutional Services, Llc	Latham	NY	11/2014	Present

11/2014 → Present

Tiaa

Latham, NY
11/2014 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Latham, NY

Previous Registrations

2013-01-15 → 2014-11-06

Lpl Financial Llc

Ballston, NY

East Greenbush, NY

Watervliet, NY

Troy, NY

Wynantskill, NY
2011-01-11 → 2013-02-01

Goldman Sachs Wealth Services, L.P.

Albany, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-01-22

S66 Uniform Combined State Law Examination

2009-01-22

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LATHAM, NY

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MML INVESTORS SERVICES, LLC · LATHAM, NY

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