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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 |
| CA | RA | APPROVED | 2017-01-25 |
Branch Locations
1676 North California Boulevard Suite 119, Walnut Creek, CA 94596 • United States
Lafayette, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Palo Alto | CA | 01/2017 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Palo Alto | CA | 01/2017 | Present |
| Unemployed | San Francisco | CA | 07/2016 | 12/2016 |
LAMORINDA LACROSSE POSITION: board member NATURE: youth sports INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/26/2019 ADDRESS: 612 Lancaster Dr, Lafayette CA 94549, United States DESCRIPTION: Board Member for local community youth sports (lacrosse) organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-15 |
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