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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-26 |
| VT | RA | APPROVED | 2025-08-26 |
| NY | RA | APPROVED | 2021-05-25 |
Branch Locations
58 South Service Road Suite 305, Melville, NY 11747 • United States
Massapequa, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Melville | NY | 07/1997 | Present |
| Tiaa | Melville | NY | 07/1997 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-20 |
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