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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-01-02 |
Branch Locations
41 University Drive, Suite 400 Office 423, 427, 439, 442, Newtown, PA 18940 • United States
Holland, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Warmister | PA | 08/2013 | 12/2017 |
| Wells Fargo Clearing Services, Llc | Warmister | PA | 08/2013 | 12/2017 |
| Tiaa | Newtown | PA | 11/2017 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Newtown | PA | 11/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-21 |
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