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Ryan Lee Mathis

Tiaa-Cref Individual & Institutional Services, LLC

Durham, NC

Apex, NC

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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 2026-01-26
VT RA APPROVED 2026-01-23
AL RA APPROVED 2025-10-30
NC RA APPROVED 2005-06-13
  • TX RA
    APPROVED_RES
    Since 2026-01-26
  • VT RA
    APPROVED
    Since 2026-01-23
  • AL RA
    APPROVED
    Since 2025-10-30
  • NC RA
    APPROVED
    Since 2005-06-13

Branch Locations

5425 Page Road Suite 220, Durham, NC 27703 • United States

Apex, NC • 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 Durham NC 02/2005 Present
Tiaa-Cref Individual & Institutional Services, Llc Durham NC 02/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-06-09
S63 Uniform Securities Agent State Law Examination 1999-10-28
  • S65 Uniform Investment Adviser Law Examination
    2005-06-09
  • S63 Uniform Securities Agent State Law Examination
    1999-10-28

View on SEC IAPD

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