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Matthew Fredric Robertson

Tiaa-Cref Individual & Institutional Services, LLC

Washington, DC

Potomac, MD

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Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-21
MD RA APPROVED 2024-06-19
DC RA APPROVED 2018-08-29
  • TX RA
    APPROVED_RES
    Since 2025-08-21
  • MD RA
    APPROVED
    Since 2024-06-19
  • DC RA
    APPROVED
    Since 2018-08-29

Branch Locations

1300 Eye Street Suite 300W, Washington, DC 20005 • United States

Potomac, MD • 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
OrganizationCityStateFromTo
Tiaa Washington DC 09/2007 Present
Tiaa-Cref Individual & Institutional Services, Llc Washington DC 09/2007 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-01-31
S63 Uniform Securities Agent State Law Examination 1998-01-23
  • S66 Uniform Combined State Law Examination
    2001-01-31
  • S63 Uniform Securities Agent State Law Examination
    1998-01-23
Other Names
  • Matthew F Robertson

View on SEC IAPD

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