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Michael Beltre

Tiaa-Cref Individual & Institutional Services, LLC

New York, NY

Yonkers, NY

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Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-26
VT RA APPROVED 2026-01-22
NY RA APPROVED 2021-06-02
  • TX RA
    APPROVED_RES
    Since 2026-01-26
  • VT RA
    APPROVED
    Since 2026-01-22
  • NY RA
    APPROVED
    Since 2021-06-02

Branch Locations

730 Third Avenue Nyc Regional, New York, NY 10017 • United States

Yonkers, NY • 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
Wells Fargo Bank Na Larchmont NY 09/2013 02/2021
Wells Fargo Clearing Services, Llc Larchmont NY 09/2013 02/2021
Tiaa New York NY 05/2021 Present
Tiaa-Cref Individual & Institutional Services, Llc New York NY 05/2021 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-31
S63 Uniform Securities Agent State Law Examination 2013-03-04
  • S66 Uniform Combined State Law Examination
    2020-12-31
  • S63 Uniform Securities Agent State Law Examination
    2013-03-04

View on SEC IAPD

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