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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-15 |
| NY | RA | APPROVED | 2024-08-13 |
Branch Locations
225 High Ridge Road Suite# 115E, Stamford, CT 06905 • United States
Tuckahoe, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 11/2012 | 09/2019 |
| Tiaa | New York | NY | 11/2012 | 09/2019 |
| Morgan Stanley | Purchase | NY | 03/2020 | 04/2021 |
| Unemployed | Tuckahoe | NY | 10/2019 | 03/2020 |
| Tiaa | Stamford | CT | 05/2021 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Stamford | CT | 05/2021 | Present |
NY GAELIC ATHLETIC ASSOCIATION POSITION: referee NATURE: referee youth gaelic football games INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/08/2023 ADDRESS: Home Address, Tuckahoe NY 10707, United States DESCRIPTION: I will be a referee for youth gaelic football games.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-12-07 |
| S65 | Uniform Investment Adviser Law Examination | 2006-06-16 |
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