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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-21 |
| NY | RA | APPROVED | 2021-05-25 |
Branch Locations
730 Third Avenue Nyc Regional, New York, NY 10017 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., Llc | New York | NY | 06/2012 | 05/2017 |
| Tiaa | New York | NY | 05/2017 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 05/2017 | Present |
PATRICK'S PALS POSITION: Board Member NATURE: This is a charity basketball tournament. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/07/2008 ADDRESS: 10 Prince Pl #203, Newburyport MA 01950, United States DESCRIPTION: We run a 3-on-3 charity basketball tournament the first weekend in June of every year. The tournament seeks to raise money for Fragile X research
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-31 |
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