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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-07-14 |
| NY | RA | APPROVED | 2026-06-22 |
Branch Locations
35 Celebration Drive, Rochester, NY 14620 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Rochester | NY | 03/2014 | 06/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | Rochester | NY | 03/2014 | 05/2024 |
| Raymond James & Associates, Inc | Rochester | NY | 06/2024 | 06/2026 |
| Tiaa | Rochester | NY | 06/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Rochester | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-25 |
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