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Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-01-22
TX RA APPROVED 2026-01-22
VT RA APPROVED 2025-10-30
NY RA APPROVED 2025-09-29
  • AL RA
    APPROVED
    Since 2026-01-22
  • TX RA
    APPROVED
    Since 2026-01-22
  • VT RA
    APPROVED
    Since 2025-10-30
  • NY RA
    APPROVED
    Since 2025-09-29

Branch Locations

58 South Service Road Suite 305, Melville, NY 11747 • United States

East Meadow, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Mellville NY 07/2016 Present
Tiaa-Cref Individual & Institutional Services, Llc Melville NY 06/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-29
S63 Uniform Securities Agent State Law Examination 1998-06-09
  • S65 Uniform Investment Adviser Law Examination
    2025-09-29
  • S63 Uniform Securities Agent State Law Examination
    1998-06-09
Other Names
  • Joseph Walter Doyle
  • Joseph Doyle

View on SEC IAPD

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