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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-06-03 |
| AL | RA | APPROVED | 2026-06-02 |
| TX | RA | APPROVED_RES | 2026-06-02 |
| GA | RA | APPROVED | 2021-10-05 |
Branch Locations
Six Concourse Parkway Suite 400, Atlanta, GA 30328-6104 • United States
Buford, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo, Na | Lilburn | GA | 06/2007 | 09/2021 |
| Wells Fargo Clearing Services, Llc | Lilburn | GA | 06/2007 | 09/2021 |
| Tiaa-Cref Individual & Institutional Services, Llc | Atlanta | GA | 09/2021 | Present |
| Tiaa | Atlanta | GA | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-06 |
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