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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
PA RA APPROVED 2024-05-09
  • PA RA
    APPROVED
    Since 2024-05-09

Branch Locations

1700 Market Street 32Nd Floor/Suite 3222, Philadelphia, PA 19103 • United States

Glenside, PA • 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
Mycio Wealth Partners, Llc Philadelphia PA 05/2021 04/2023
Ethos Capital Advisors Newtown PA 01/2021 04/2021
1847Financial Conshohocken PA 10/2019 12/2020
Saint Joseph's University Philadelphia PA 05/2019 05/2021
Lyneer Search Group Philadelphia PA 09/2017 05/2019
Bubba's Liquor North Wildwood NJ 06/2017 09/2017
Mcadam Financial Philadelphia PA 09/2016 03/2017
Drexel University Philadelphia PA 09/2014 03/2018
Massmutual Greater Philadelphia New Castle DE 05/2023 02/2024
Mml Investors Services Llc New Castle DE 04/2023 02/2024
Tiaa Philadelphia PA 04/2024 Present
Tiaa-Cref Individual & Institutional Services, Llc Philadelphia PA 04/2024 Present
  • 05/2021 → 04/2023
    Philadelphia, PA
  • 01/2021 → 04/2021
    Ethos Capital Advisors
    Newtown, PA
  • 10/2019 → 12/2020
    1847Financial
    Conshohocken, PA
  • 05/2019 → 05/2021
    Saint Joseph's University
    Philadelphia, PA
  • 09/2017 → 05/2019
    Lyneer Search Group
    Philadelphia, PA
  • 06/2017 → 09/2017
    Bubba's Liquor
    North Wildwood, NJ
  • 09/2016 → 03/2017
    Mcadam Financial
    Philadelphia, PA
  • 09/2014 → 03/2018
    Drexel University
    Philadelphia, PA
  • 05/2023 → 02/2024
    Massmutual Greater Philadelphia
    New Castle, DE
  • 04/2023 → 02/2024
    Mml Investors Services Llc
    New Castle, DE
  • 04/2024 → Present
    Tiaa
    Philadelphia, PA
  • 04/2024 → Present
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-06-03
S65 Uniform Investment Adviser Law Examination 2021-06-14
  • S63 Uniform Securities Agent State Law Examination
    2024-06-03
  • S65 Uniform Investment Adviser Law Examination
    2021-06-14
Other Names
  • Conor Lydon
  • Conor Joseph Lydon

View on SEC IAPD

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