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Paul Charles Jacobson

Tiaa-Cref Individual & Institutional Services, LLC

New York, NY

Staten Island, NY

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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
NY RA APPROVED 2021-05-25
  • NY RA
    APPROVED
    Since 2021-05-25

Branch Locations

730 Third Avenue Nyc Regional, New York, NY 10017 • United States

Staten Island, 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-Cref Individual & Institutional Services, Llc New York NY 05/2007 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-22
S63 Uniform Securities Agent State Law Examination 1998-02-26
  • S65 Uniform Investment Adviser Law Examination
    2007-08-22
  • S63 Uniform Securities Agent State Law Examination
    1998-02-26
Other Names
  • Paul C Jacobson
  • Paul C Jr Jacobson
  • Paul Charles Jacobson

View on SEC IAPD

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