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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-01-01 |
Branch Locations
3965 Dallas Parkway Frisco Hub, Frisco, TX 75034 • United States
Mansfield, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 07/2007 | Present |
| Tiaa | Frisco | TX | 07/2007 | Present |
(1) INFINITY CONCEPTS EVENTS POSITION: Owner NATURE: Wedding/Events INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/30/2019 ADDRESS: 3853 Treeline Dr, Dallas TX 75224, United States DESCRIPTION: Work as a consultant to help individuals plan their special occasions (2) BEST BUY POSITION: cashier NATURE: electronics INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 11/27/2022 ADDRESS: 2041 U.S. 287 Frontage Rd Ste 701, Mansfield TX 76063, United States DESCRIPTION: cashier (3) LYFT POSITION: Driver NATURE: Driver INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2024 ADDRESS: 185 Berry Street, Suite 5000, San Francisco CA 94107, United States DESCRIPTION: driving
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-10 |
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