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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| MA | RA | APPROVED | 2012-05-15 |
Branch Locations
97 Mt. Auburn Street, Cambridge, MA 02138 • United States
Gloucester, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Cambridge | MA | 03/2012 | Present |
| Tiaa | Cambridge | MA | 03/2012 | Present |
REAL ESTATE ADVISORS POSITION: trainee NATURE: real estate appraisal INVESTMENT RELATED: Yes NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 02/13/2023 ADDRESS: Home Address, Gloucester MA 01930, United States DESCRIPTION: assist with home inspections & photography; edit and proofread final reports; research comparable properties; create floorplan and sketch
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-21 |
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