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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 |
| TX | RA | APPROVED_RES | 2025-08-21 |
| MA | RA | APPROVED | 2008-05-05 |
Branch Locations
18 Shipyard Drive Suite 2A, Office #35, Hingham, MA 02043 • United States
Quincy, MA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Hingham | MA | 03/2008 | Present |
| Tiaa | Hingham | MA | 03/2008 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-20 |
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