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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-25 |
| TX | RA | APPROVED_RES | 2025-08-25 |
| MD | RA | APPROVED | 2014-08-12 |
Branch Locations
10980 Grantchester Way Suite 340, Columbia, MD 21044 • United States
Clarksville, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Fulton | MD | 07/2014 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Fulton | MD | 07/2014 | Present |
RENTAL POSITION: Owner NATURE: Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2018 ADDRESS: 960 Fell Street, Unit 614, Baltimore MD 21231, United States DESCRIPTION: Personal rental. We used to live in this residence and decided to rent it out instead of sell it.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-09 |
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