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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED | 2025-10-30 |
| VT | RA | APPROVED | 2025-10-30 |
| MA | RA | APPROVED | 2025-08-19 |
| RI | RA | APPROVED | 2025-08-07 |
Branch Locations
15 Park Row West Suite 102, Providence, RI 02903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Providence | RI | 06/2025 | Present |
| Tiaa | Providence | RI | 04/2021 | Present |
| State Street Global Advisors | Boston | MA | 07/2007 | 04/2020 |
| Not Employed | Norfolk | MA | 04/2020 | 04/2021 |
Name: Sal's Pals Tackle Cancer Tournament Position: Treasurer Nature: My father passed away from pancreatic cancer in 2023. This organization was created as a, not for profit entity, to raise funds to be donated for cancer research. Investment Related: No Hours: 3 Securities Trading Hours: 0 Start Date: 06/01/2024 Address: PO Box 27, Foxboro MA 02035, United States Description: This is a non-compensated position. I help forecast expected cash raises and expenses for budgeting purposes. Net proceeds are donated to charity. None of the organization's funds are invested in marketable securities. Only the CEO has authorization to write checks from the charitable account. I do help with other general administrative initiatives and fund raising initiatives.
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