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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-21 |
| MO | RA | APPROVED | 2018-01-24 |
Branch Locations
231 S. Bemiston Ave Suite 800, St Louis, MO 63105 • United States
Webster Groves, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Webster Groves | MO | 02/2016 | 01/2018 |
| Pnc Investments | Pittsburgh | PA | 02/2016 | 01/2018 |
| Tiaa | St. Louis | MO | 01/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | St. Louis | MO | 01/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-23 |
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