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1166 Avenue Of The Americas 30Th Floor, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-05 |
Branch Locations
1166 Avenue Of The Americas 30Th Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Street Bank And Trust | Boston | MA | 10/2005 | 01/2017 |
| State Street Global Advisors Funds Distributors Llc | San Francisco | CA | 10/2005 | 07/2018 |
| State Street Global Advisors Trust Company | San Francisco | CA | 01/2017 | 09/2018 |
| Pacific Investment Management Company Llc | New York | NY | 01/2019 | 07/2022 |
| Pimco Investments Llc | New York | NY | 01/2019 | 05/2022 |
| Nuveen Securities, Llc | New York | NY | 07/2022 | 05/2024 |
| Nuveen Asset Management, Llc | Chicago | IL | 07/2022 | 05/2024 |
| Transitioning To New Firm | San Francisco | CA | 09/2018 | 01/2019 |
| Cohen & Steers Securities, Llc | New York | NY | 06/2024 | Present |
| Cohen & Steers Capital Management, Inc. | New York | NY | 06/2024 | Present |
Member of Glandore Holdings, LLC located in Larchmont, NY. Rental property. Start date: September 2025. 0 hours/month, 0 hours during trading day. Not Investment Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-18 |
| S66 | Uniform Combined State Law Examination | 2004-09-21 |
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