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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-01-06 |
Branch Locations
Centennial, CO • United States
720 South Colorado Boulevard Suite 1100, Glendale, CO 80246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Houston | TX | 06/2015 | 01/2018 |
| Strategic Advisers, Inc. | Houston | TX | 02/2017 | 01/2018 |
| Tiaa | Centennial | CO | 02/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Centennial | CO | 02/2018 | Present |
(1) SHEPHERD AND WESTHEIMER LLC POSITION: Limited Partner NATURE: Family Limited Partnership with real estate holdings used as rental properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1993 ADDRESS: 463 N Pontotoc St, Houston MS 38851, United States DESCRIPTION: Family Limited Partnership with real estate holdings used as rental properties (2) BLISS MANAGEMENT LLC POSITION: Manager NATURE: Real estate rentals INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/14/2021 ADDRESS: 111 East Washington St, Houston MS 38851, United States DESCRIPTION: Owner of real estate properties to be rented out
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-25 |
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