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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-03-23 |
| VT | RA | APPROVED | 2026-03-23 |
| TX | RA | APPROVED | 2023-07-18 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 10/2015 | 10/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 10/2018 | Present |
| Tiaa | Frisco | TX | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-07 |
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