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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED | 2026-01-22 |
| VT | RA | APPROVED | 2026-01-22 |
| IL | RA | APPROVED | 2025-08-06 |
Branch Locations
Arlington Heights, IL • United States
333 W. Wacker Drive 28Th & 30Th Floors, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | New York | NY | 07/2014 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 07/2014 | 11/2016 |
| Tiaa-Cref Individual & Institutional Services, Llc | Chicago | IL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-29 |
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