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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-23 |
| VT | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2025-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthedge | New York | NY | 11/2015 | 06/2017 |
| Ellevest, Inc. | New York | NY | 07/2017 | 09/2020 |
| Ellevest | New York | NY | 11/2017 | 09/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Austin | TX | 05/2025 | Present |
| Tiaa | Austin | TX | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-05 |
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