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Amanda S Barthelemy

Tiaa-Cref Individual & Institutional Services, LLC

West Lafayette, IN

West Lafayette, IN

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Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-19
IN RA APPROVED 2014-01-10
  • TX RA
    APPROVED_RES
    Since 2025-08-19
  • IN RA
    APPROVED
    Since 2014-01-10

Branch Locations

1330 Win Hentschel Boulevard Suite 225, West Lafayette, IN 47906 • United States

West Lafayette, IN • 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 West Lafayette IN 03/2012 Present
Tiaa West Lafayette IN 03/2012 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-06
  • S66 Uniform Combined State Law Examination
    2005-12-06
Other Names
  • Amanda Marie Shorter
  • Amanda Shorter Barthelemy

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · WEST LAFAYETTE, IN
STRATEGIC ADVISERS LLC · WEST LAFAYETTE, IN
RAYMOND JAMES & ASSOCIATES, INC. · LAFAYETTE, IN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAFAYETTE, IN
CETERA INVESTMENT ADVISERS LLC · LAFAYETTE, IN
RAYMOND JAMES & ASSOCIATES, INC. · Lafayette, IN
REGAL INVESTMENT ADVISORS LLC · LAFAYETTE, IN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Lafayette, IN

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