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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-13 |
Branch Locations
9600 Great Hills Trail, Austin, TX 78759 • United States
Lago Vista, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A | Princeton | NJ | 08/2016 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 08/2016 | 02/2019 |
| Tiaa | Austin | TX | 02/2019 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Austin | TX | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-11 |
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