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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
CT RA APPROVED 2022-09-28
  • CT RA
    APPROVED
    Since 2022-09-28

Branch Locations

One Hamden Center 2319 Whitney Avenue, Suite 6A, Hamden, CT 06518 • United States

Meriden, CT • 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
Mml Investors Services Shelton CT 08/2020 10/2021
Mass Mutual Life Insurance Company Shelton CT 11/2020 10/2021
Robert Half International New York NY 05/2019 05/2020
Insight Global East Berlin CT 02/2019 04/2019
Bank Of Oklahoma Norman OK 06/2018 10/2018
The Buckle Norman OK 10/2017 05/2018
Unemployed Norman OK 10/2018 02/2019
Purshe Kaplan Sterling Investments Albany NY 11/2021 09/2022
New England Capital Financial Advisors Meriden CT 11/2021 09/2022
University Of Oklahoma Norman OK 08/2014 05/2018
Barnum Financial Group Shelton CT 11/2020 10/2021
Tiaa Hamden CT 09/2022 Present
Tiaa-Cref Individual & Institutional Services, Llc Hamden CT 09/2022 Present
  • 08/2020 → 10/2021
    Mml Investors Services
    Shelton, CT
  • 11/2020 → 10/2021
    Mass Mutual Life Insurance Company
    Shelton, CT
  • 05/2019 → 05/2020
    Robert Half International
    New York, NY
  • 02/2019 → 04/2019
    Insight Global
    East Berlin, CT
  • 06/2018 → 10/2018
    Bank Of Oklahoma
    Norman, OK
  • 10/2017 → 05/2018
    The Buckle
    Norman, OK
  • 10/2018 → 02/2019
    Unemployed
    Norman, OK
  • 11/2021 → 09/2022
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 11/2021 → 09/2022
    New England Capital Financial Advisors
    Meriden, CT
  • 08/2014 → 05/2018
    University Of Oklahoma
    Norman, OK
  • 11/2020 → 10/2021
    Barnum Financial Group
    Shelton, CT
  • 09/2022 → Present
    Tiaa
    Hamden, CT
  • 09/2022 → Present
    Hamden, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-21
  • S66 Uniform Combined State Law Examination
    2021-12-21
Other Names
  • Jaine Lefebvre
  • Jaine Coann Truex Lefebvre
  • Jaine'COann Truex Lefebvre

View on SEC IAPD

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