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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-03-06 |
| TX | RA | APPROVED_RES | 2025-09-04 |
| NY | RA | APPROVED | 2021-05-25 |
Branch Locations
250 S. Clinton Street Suite 310, Syracuse, NY 13202 • United States
Cicero, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Syracuse | NY | 10/2012 | Present |
| Tiaa | Syracuse | NY | 10/2012 | Present |
MONSIGNOR RONALD BILL SCHOLARSHIP FUND INC. POSITION: Board Member providing oversight to annual academic scholarship to students. NATURE: annual academic scholarship to students. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/24/2019 ADDRESS: 8229 Brewerton Rd, Cicero NY 13039, United States DESCRIPTION: Volunteer organization providing annual academic scholarship awarded to students.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-10 |
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