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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-08-15 |
Branch Locations
250 S. Clinton Street Suite 310, Syracuse, NY 13202 • United States
Skaneateles, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments Distribution Co | Oaks | PA | 04/2016 | 02/2019 |
| Sei Investments Management Corp | Oaks | PA | 04/2016 | 02/2019 |
| Tiaa | Syracuse | NY | 02/2019 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Syracuse | NY | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-10-20 |
| S65 | Uniform Investment Adviser Law Examination | 2016-07-14 |
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