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Rockport, ME • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-22 |
| ME | RA | APPROVED | 2024-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | New York | NY | 04/2015 | 03/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 04/2015 | 03/2023 |
| Integral Financial Planners, Llc | Rockport | ME | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-14 |
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