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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Syracuse | NY | 07/2012 | 03/2020 |
| Keybank Na | Syracuse | NY | 05/2026 | Present |
| Key Investments Services Llc | Syracuse | NY | 05/2026 | Present |
| Icma-Rc Services, Llc | Washington | DC | 03/2020 | 08/2022 |
| Tiaa | Syracuse | NY | 07/2012 | 03/2020 |
| Missionsquare Investment Services | Washington | DC | 03/2020 | 08/2022 |
| Missionsquare Retirement | Washington | DC | 03/2020 | 08/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Syracuse | NY | 09/2022 | 05/2026 |
| Tiaa | Syracuse | NY | 09/2022 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-15 |
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