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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-25 |
| TX | RA | APPROVED_RES | 2025-08-25 |
| VT | RA | APPROVED | 2025-08-25 |
| MA | RA | APPROVED | 2007-06-25 |
Branch Locations
97 Mt. Auburn Street, Cambridge, MA 02138 • United States
Andover, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Cambridge | MA | 08/2005 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Cambridge | MA | 08/2005 | Present |
NEW ENGLAND INNOCENCE PROJECT POSITION: Member of Investment Committee NATURE: The New England Innocence Project (NEIP) frees innocent people from prison, supports individuals and families impacted by long-term incarceration, and fights to end the systemic harms of the criminal legal system in the six New England states. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 1035 Cambridge St, Suite 28A, Cambridge MA 02141, United States DESCRIPTION: Meet quarterly to review investment policy for funds in general account
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-08 |
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