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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-01-23 |
| AL | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED | 2026-01-22 |
| OH | RA | APPROVED | 2025-07-14 |
Branch Locations
Cincinnati, OH • United States
625 Eden Park Drive Baldwin 200, Suite 500, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Cincinnati | OH | 06/2025 | Present |
| Tiaa | Cincinnati | OH | 10/2017 | Present |
| First Financial Bank | Cincinnati | OH | 06/2016 | 10/2017 |
WB FAMILY TIME ENTERPRISES, LLC POSITION: limited partner NATURE: Family LLC that owns 2 personal use/rental properties on Lake Cumberland - Woodsend Bend Resort INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/21/2018 ADDRESS: 607 Brookgreen Ln, Lexington KY 40509, United States DESCRIPTION: I have no role or responsibility with this LLC - The two propoerties are managed by the general partner fully with no input or work done by any of the limited partners
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-11 |
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