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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2012-08-09 |
Branch Locations
33 Arch Street, 12Th Floor Suite 1210, Boston, MA 02110 • United States
Harvard, MA • 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-Cref Individual & Institutional Services, Llc | Boston | MA | 06/2012 | Present |
| Tiaa | Boston | MA | 06/2012 | Present |
(1) RENTAL PROPERTY OWNED IN MY NAME POSITION: Owner NATURE: Rental real estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2016 ADDRESS: 532 E Broadway #4, South Boston MA 02127, United States DESCRIPTION: Landlord (2) HARVARD YOUTH LACROSSE POSITION: President NATURE: Having lacrosse as an option for children of Harvard INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2022 ADDRESS: Home Address, Harvard MA 01451, United States DESCRIPTION: Harvard Youth Lacrosse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-04 |
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