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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-04-15 |
Branch Locations
720 South Colorado Boulevard Suite 1100, Glendale, CO 80246 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 04/2001 | 11/2020 |
| Tiaa | Denver | CO | 04/2001 | 11/2020 |
| Gwfs Equities, Inc | Greenwood Village | CO | 11/2020 | 07/2021 |
| Charles Schwab & Co., Inc | Lone Tree | CO | 07/2021 | 03/2024 |
| Charles Schwab Bank, Ssb | Lone Tree | CO | 07/2021 | 03/2024 |
| Advised Assets Group, Llc | Greenwood Village | CO | 11/2020 | 07/2021 |
| Tiaa | Denver | CO | 04/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-21 |
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