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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-13 |
Branch Locations
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
Frisco, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 11/2014 | Present |
| Tiaa | Frisco | TX | 11/2014 | Present |
RENTAL INCOME 2026 POSITION: Landlord NATURE: Rental income for this property pays for the mortgage. There is no additional income to me from this rental. Let me know if you have any questions and should I report this as a change if I do start making income from it int he future? I hired a maintenance company to help with the tenant so I don't have to take time away from working hours. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2026 ADDRESS: 4153 Shavano Drive, Frisco TX 75034, United States DESCRIPTION: Owner/Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-13 |
| S65 | Uniform Investment Adviser Law Examination | 2006-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-31 |
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