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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-09-24 |
| NJ | RA | APPROVED | 2016-08-30 |
Branch Locations
3 University Plaza Suite 614, Hackensack, NJ 07601 • United States
River Edge, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Hackensack | NJ | 08/2016 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Hackensack | NJ | 08/2016 | Present |
(1) KJZ PROPERTIES LLC POSITION: Partner NATURE: The LLC will be utilized to purchase single-family residential, or multi-family residential real estate investment properties and operate as landlords while receiving rental income that the investment property generates INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: Home Address, RIVER EDGE NJ 07661, United States DESCRIPTION: The outside business activity is the formation of a Limited Liability Company to allow my family and I to limit our liability should we choose to purchase a real estate investment property in the future (2) RENTAL PROPERTIES POSITION: Joint Owner NATURE: The nature of this OBA is to provide rental income to my household INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2018 ADDRESS: Gainsborogh Terrrace, River Edge NJ 07661, United States DESCRIPTION: This OBA is for two rental properties owned by myself and my husband (3) SHORE RENTAL POSITION: Joint owner NATURE: The nature of this business is to provide rental income from our shore property to my household INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/04/2022 ADDRESS: 11 E Maryland, Long Beach Township NJ 08008, United States DESCRIPTION: My husband and I plan to rent out our shore home. (4) 84 GATES POSITION: Co-Owner NATURE: This will be an investment property INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2025 ADDRESS: 84 Gates Avenue, River Edge NJ 07661, United States DESCRIPTION: Finding tenants to rent our property from us
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-01 |
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