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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED_RES | 2025-08-14 |
| VT | RA | APPROVED | 2025-08-14 |
| CO | RA | APPROVED | 2022-02-24 |
Branch Locations
720 South Colorado Boulevard Suite 1100, Glendale, CO 80246 • United States
2 disclosure categories 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 | Denver | CO | 06/2004 | 11/2020 |
| Gwfs Equities, Inc | Greenwood Village | CO | 11/2020 | 12/2021 |
| Advised Assets Group, Llc | Greenwood Village | CO | 11/2020 | 12/2021 |
| Tiaa | Aurora | CO | 02/2022 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Aurora | CO | 02/2022 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 06/2004 | 11/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-14 |
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