Annie Pankaj Shah

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2026-06-05
TX	RA	APPROVED	2026-06-05
VT	RA	APPROVED	2026-06-05

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Tiaa	Frisco	TX	06/2026	Present
Tiaa-Cref Individual & Institutional Services, Llc	Frisco	TX	06/2026	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Frisco	TX	01/2022	05/2026
Target	Mckinney	TX	05/2021	07/2022
First Connivence Bank	Frisco	TX	08/2021	01/2022
V Think Hospitality	Mumbai		01/2017	02/2021
Tamarind Global	Mumbai		11/2017	02/2021
Unemployed	Mckinney	TX	02/2021	05/2021
University Of Mumbai	Mumbai		07/2016	06/2019
Kroger	Frisco	TX	05/2021	05/2021
Bank Of America, N.A.	Frisco	TX	01/2022	05/2026

06/2026 → Present

Tiaa

Frisco, TX
06/2026 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Frisco, TX
01/2022 → 05/2026

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Frisco, TX
05/2021 → 07/2022

Target

Mckinney, TX
08/2021 → 01/2022

First Connivence Bank

Frisco, TX
01/2017 → 02/2021

V Think Hospitality

Mumbai
11/2017 → 02/2021

Tamarind Global

Mumbai
02/2021 → 05/2021

Unemployed

Mckinney, TX
07/2016 → 06/2019

University Of Mumbai

Mumbai
05/2021 → 05/2021

Kroger

Frisco, TX
01/2022 → 05/2026

Bank Of America, N.A.

Frisco, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-01-07