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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| TX | RA | APPROVED_RES | 2025-08-19 |
| MA | RA | APPROVED | 2014-06-03 |
Branch Locations
225 Wyman Street, Waltham, MA 02451 • United States
Lexington, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Waltham | MA | 05/2014 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Waltham | MA | 05/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-30 |
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