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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2006-09-29 |
Branch Locations
317 George Street Suite 320, Rooms 318, 320, 321, New Brunswick, NJ 08901 • United States
Fanwood, NJ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Roseland | NJ | 07/2006 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Roseland | NJ | 07/2006 | Present |
(1) RENTALS POSITION: Owner NATURE: Rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2000 ADDRESS: 93-95 Winans Ave/ 141 East Golf Ave, Cranford/ South Plainfield NJ 07016, United States DESCRIPTION: I am the owner of 2 rental properties.93-95 Winans Ave, Cranford, NJ 07016141 East Golf Ave, South Plainfield, NJ 07080 (2) RENTAL POSITION: Owner NATURE: Real Estate Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/25/2019 ADDRESS: 524 Second Avenue, Long Branch NJ 07740, United States DESCRIPTION: Part Time Summer rental of Beach home. Will rent only a few weeks of each summer. (3) DKP 33 LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/29/2021 ADDRESS: 32 Old South Avenue, Fanwood NJ 07023, United States DESCRIPTION: Empty Lot
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-13 |
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