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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-14 |
| VT | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED | 2021-01-05 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
Corinth, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 10/2018 | Present |
| Tiaa | Frisco | TX | 10/2018 | Present |
| Unemployed | Lewsisville | TX | 09/2018 | 10/2018 |
| Huntington Bank | Columbus | OH | 04/2017 | 08/2018 |
| Unemployed | Blacklick | OH | 03/2017 | 04/2017 |
| Bayport Credit Union | Virginia Beach | VA | 02/2015 | 02/2017 |
RENTAL PROPERTY POSITION: co owner NATURE: To generate enough income to pay for the existing mortgage, management fees and repairs to the home so that we can keep it as an investment. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2017 ADDRESS: 3256 Bow Creek BLVD, Virginia Beach VA 23452, United States DESCRIPTION: Occasional calls or emails to our property manager if maintenance/ lease info/ etc. is needed and my involvement is required. My husband is the primary go to.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-15 |
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