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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| TX | RA | APPROVED_RES | 2025-08-22 |
| NY | RA | APPROVED | 2024-06-21 |
| NJ | RA | APPROVED | 2005-03-29 |
Branch Locations
3 University Plaza Suite 614, Hackensack, NJ 07601 • United States
Pearl River, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Hackensack | NJ | 07/1994 | Present |
| Tiaa | Hackensack | NJ | 07/1994 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-12 |
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