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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 | 2025-08-21 |
| VA | RA | APPROVED | 2007-12-13 |
Branch Locations
650 Peter Jefferson Parkway Suite 250, Charlottesville, VA 22911 • United States
Ruckersville, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlottesville | VA | 11/2007 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlottesville | VA | 11/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-21 |
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