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Matthew Thomas Marquez

Tiaa-Cref Individual & Institutional Services, LLC

Fairfax, VA

Oakton, VA

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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
VA RA APPROVED 2018-04-17
  • VA RA
    APPROVED
    Since 2018-04-17

Branch Locations

3050 Chain Bridge Road Suite 400, Fairfax, VA 22030 • United States

Oakton, VA • 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
Tiaa Fairfax VA 03/2016 Present
Tiaa-Cref Individual & Institutional Services, Llc Fairfax VA 03/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-19
  • S66 Uniform Combined State Law Examination
    2016-05-19
Other Names
  • Matt Marquez
  • Matthew Thomas Marquez
  • Matthew Marquez

View on SEC IAPD

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PROFESSIONAL FINANCIAL SOLUTIONS, LLC
COMMONWEALTH ASSET MANAGEMENT GROUP LLC
EQUITY SERVICES, INC.
EAGLE STRATEGIES LLC

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MICHAEL HUSTON TORREY
Patrizia Francesca Adriazola
Stephen Little
TANZIMA ASHRAFI
KAREN MAN TSANG
Andrew William Crowe
MICHAEL JOSEPH MCLENIGAN
ROBERT ESTEL COPELAND

Other Offices

ARKADIOS WEALTH ADVISORS · Fairfax, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURKE, VA
WELLS FARGO CLEARING SERVICES, LLC · BURKE, VA
PALLADIUM WEALTH MANAGEMENT, LLC · BURKE, VA
PROFESSIONAL FINANCIAL SOLUTIONS, LLC · FAIRFAX, VA
COMMONWEALTH ASSET MANAGEMENT GROUP LLC · FAIRFAX, VA
EQUITY SERVICES, INC. · FAIRFAX, VA
EAGLE STRATEGIES LLC · BURKE, VA

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