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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2022-10-28 |
Branch Locations
15 Park Row West Suite 102, Providence, RI 02903 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Providence | RI | 05/2016 | 11/2020 |
| Tiaa | Providence | RI | 05/2016 | 11/2020 |
| Opppenheimer & Co. Inc | Providence | RI | 03/2021 | 09/2021 |
| Unemployed | Warren | RI | 11/2020 | 02/2021 |
| Morgan Stanley | Providence | RI | 09/2021 | 10/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Providence | RI | 10/2022 | Present |
| Tiaa | Providence | RI | 10/2022 | Present |
AIDAN'S PUB POSITION: server NATURE: Full service restaurant serving pub food INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2024 ADDRESS: 5 John Street, Bristol RI 02809, United States DESCRIPTION: serve food and drinks to customers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-02 |
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