Best Investors Account Sign in

Julie Lauri Zingerline-Greene

Tiaa-Cref Individual & Institutional Services, LLC

Denver, CO

Denver, CO

Claim This Profile
Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2016-12-01
  • CO RA
    APPROVED
    Since 2016-12-01

Branch Locations

1670 Broadway Suite 2200, Denver Hub, Denver, CO 80202-5602 • United States

Denver, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa-Cref Individual & Institutional Services, Llc Denver CO 11/2016 Present
Tiaa Denver CO 11/2016 Present
Ameriprise Financial Services, Inc Denver CO 04/2016 10/2016
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-22
S63 Uniform Securities Agent State Law Examination 2009-07-21
  • S66 Uniform Combined State Law Examination
    2016-08-22
  • S63 Uniform Securities Agent State Law Examination
    2009-07-21
Other Names
  • Jule L. Zingerline
  • Julie Lauri Zingerline-Greene
  • Julie Lauri Zingerline

View on SEC IAPD

Other Firms

EXCELLERE PARTNERS
ALPINE QUANTITATIVE MANAGEMENT, LLC
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
DREAM U.S. MANAGER LLC
KSL CAPITAL PARTNERS
CIBC PRIVATE WEALTH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor