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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2023-05-15 |
Branch Locations
166 Sycamore Street Suite 170, Bldg. D, Williston, VT 05495 • United States
Essex Jct, VT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Williston | VT | 09/2015 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Williston | VT | 09/2015 | 11/2020 |
| Fedex | Williston | VT | 11/2020 | 12/2020 |
| Jp Morgan Chase Bank, N.A. | Burlington | VT | 05/2021 | 04/2023 |
| J.P. Morgan Securities Llc | Burlington | VT | 05/2021 | 04/2023 |
| Unemployed | Essex | VT | 01/2021 | 04/2021 |
| Tiaa | Williston | VT | 04/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Williston | VT | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-29 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-20 |
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