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Shannon Marie O'NEil

Tiaa-Cref Individual & Institutional Services, LLC

Princeton, NJ

Morrisville, PA

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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 2024-06-20
NJ RA APPROVED 2022-02-09
  • PA RA
    APPROVED
    Since 2024-06-20
  • NJ RA
    APPROVED
    Since 2022-02-09

Branch Locations

155 Village Boulevard Suite A, Princeton, NJ 08540 • United States

Morrisville, 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
Berkshire Hathaway Home Services Yardley PA 11/2015 02/2020
La Stalla Restaurant Newtown PA 06/2017 05/2019
Foundations Behavioral Health Doylestown PA 08/2014 08/2017
Janney Montgomery Scott Llc Yardley PA 05/2019 01/2022
Tiaa-Cref Individual & Institutional Services, Llc Princeton NJ 01/2022 Present
Tiaa Princeton NJ 01/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-16
  • S66 Uniform Combined State Law Examination
    2021-03-16
Other Names
  • Shannon O'NEil

View on SEC IAPD

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