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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-22 |
| VT | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED | 2026-01-02 |
| WA | RA | APPROVED | 2025-07-08 |
Branch Locations
617 Eastlake Avenue East Suite 100, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | San Francisco | CA | 05/2010 | 01/2017 |
| Tiaa | Seattle | WA | 05/2010 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Seattle | WA | 06/2025 | Present |
Name: Jason Lee Position: Landlord Nature: I receive rental income for renting out a unit in my house. Investment Related: Yes Hours: 3 Securities Trading Hours: 0 Start Date: 06/01/2023 Address: Home Address, Seattle WA 98108, United States Description: Collect rent and maintain property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-15 |
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