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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2008-03-12 |
Branch Locations
225 Wyman Street, Waltham, MA 02451 • United States
Westwood, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Newton | MA | 05/2007 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Newton | MA | 05/2007 | Present |
FINAL MATTERS LLC POSITION: advisory board member NATURE: The business is an app designed to help individuals and family with task prompts and considerations to simplify, celebrate, and capture life's journey together as a family. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2025 ADDRESS: 131 Continental Drive, Suite 305, Newark DE 19713, United States DESCRIPTION: guide direction of the company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-26 |
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