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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-14 |
Branch Locations
Fort Worth, TX • United States
100 Crescent Court Suite 600, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 02/2011 | 09/2021 |
| Tiaa | Lewisville | TX | 02/2011 | 09/2021 |
| Ubs Financial Services | Dallas | TX | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-29 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-27 |
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