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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 2026-05-01
VT RA APPROVED 2025-08-25
MA RA APPROVED 2013-08-20
  • TX RA
    APPROVED_RES
    Since 2026-05-01
  • VT RA
    APPROVED
    Since 2025-08-25
  • MA RA
    APPROVED
    Since 2013-08-20

Branch Locations

33 Arch Street, 12Th Floor Suite 1210, Boston, MA 02110 • United States

Natick, MA • 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 Boston MA 06/2013 Present
Tiaa-Cref Individual & Institutional Services, Llc Boston MA 06/2013 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-20
S63 Uniform Securities Agent State Law Examination 2009-07-16
  • S66 Uniform Combined State Law Examination
    2011-01-20
  • S63 Uniform Securities Agent State Law Examination
    2009-07-16
Other Names
  • Gregory D Burd

View on SEC IAPD

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