Best Investors Account Sign in
Inactive

David J Burns

Tiaa-Cref Individual & Institutional Services, LLC

Roseland, NJ

Westfield, NJ

Claim This Profile
Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-01-22
VT RA APPROVED 2026-01-22
TX RA APPROVED 2025-10-30
NJ RA APPROVED 2025-06-23
  • AL RA
    APPROVED
    Since 2026-01-22
  • VT RA
    APPROVED
    Since 2026-01-22
  • TX RA
    APPROVED
    Since 2025-10-30
  • NJ RA
    APPROVED
    Since 2025-06-23

Branch Locations

5 Becker Farm Road Suite 140, Roseland, NJ 07068 • United States

Westfield, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Roseland NJ 07/2013 Present
Tiaa-Cref Individual & Institutional Services, Llc Roseland NJ 06/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-07
S63 Uniform Securities Agent State Law Examination 2012-07-07
  • S65 Uniform Investment Adviser Law Examination
    2013-10-07
  • S63 Uniform Securities Agent State Law Examination
    2012-07-07
Designations
Other Names
  • David J Burns
  • David Burns

View on SEC IAPD

Other Firms

KENSINGTON FINANCIAL ADVISORS LLC
DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC
EMPOWERED RETIREMENT, INC.
LEGACY EDGE ADVISORS
MML INVESTORS SERVICES, LLC
GRAND RIDGE CAPITAL, LLC
ALLIANCE WEALTH MANAGEMENT GROUP, LLC
LPL FINANCIAL LLC

Other Investors

DAVID A. FUHRMAN
CHERYL LEE WERBELOFF
JOHN PETER PAPA
Theodore Anthony Fiore
Alyssa Lynn Loughlin
Luke John Papa
ASTA SANDERS
TIMOTHY OLIN URIE

Other Offices

KENSINGTON FINANCIAL ADVISORS LLC · ROSELAND, NJ
DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC · ROSELAND, NJ
EMPOWERED RETIREMENT, INC. · ROSELAND, NJ
LEGACY EDGE ADVISORS · Roseland, NJ
MML INVESTORS SERVICES, LLC · Roseland, NJ
GRAND RIDGE CAPITAL, LLC · ROSELAND, NJ
ALLIANCE WEALTH MANAGEMENT GROUP, LLC · Roseland, NJ
LPL FINANCIAL LLC · ROSELAND, NJ

More in Roseland, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor