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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-02-25 |
Branch Locations
Lafayette Hill, PA • United States
201 King Of Prussia Drive Offices 620, 624, 625, 627, 636, 638, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Insittiutonal Services, Llc | Philadelphia | PA | 05/2010 | 08/2018 |
| The Vanguard Group, Inc. | Malvern | PA | 09/2018 | 03/2019 |
| Vanguard Advisers Inc | Malvern | PA | 09/2018 | 03/2019 |
| Vanguard Marketing Corporation | Malvern | PA | 09/2018 | 03/2019 |
| Tiaa | Philadelphia | PA | 05/2010 | 09/2018 |
| Tiaa | Radnor | PA | 02/2020 | Present |
| Tiaa-Cref Individual & Insittiutonal Services, Llc | Radnor | PA | 02/2020 | Present |
| Emoney Advisor | Radnor | PA | 03/2019 | 02/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-07 |
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