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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-09-04 |
| VT | RA | APPROVED | 2025-08-25 |
| MA | RA | APPROVED | 2007-07-30 |
Branch Locations
33 Arch Street, 12Th Floor Suite 1210, Boston, MA 02110 • United States
Hingham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Boston | MA | 06/2007 | Present |
| Tiaa | Boston | MA | 06/2007 | Present |
DONALD J GREGORY, JR POSITION: owner NATURE: residential rental real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/25/1995 ADDRESS: 256 brookline st, cambridge MA 02139, United States DESCRIPTION: residential rental real estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-25 |
| S66 | Uniform Combined State Law Examination | 2001-05-22 |
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