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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-12-03 |
| TX | RA | APPROVED_RES | 2025-08-26 |
| CA | RA | APPROVED | 2012-07-26 |
Branch Locations
15233 Ventura Blvd 5Th Floor, Sherman Oaks, CA 91403 • United States
Agoura Hills, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Los Angeles | CA | 06/2012 | Present |
| Tiaa | Los Angeles | CA | 06/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-16 |
| S65 | Uniform Investment Adviser Law Examination | 1997-09-16 |
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