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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
NY RA APPROVED 2021-05-25
  • NY RA
    APPROVED
    Since 2021-05-25

Branch Locations

730 Third Avenue Nyc Regional, New York, NY 10017 • United States

Katonah, NY • 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 New York NY 06/2015 Present
Tiaa-Cref Individual & Institutional Services, Llc New York NY 06/2015 Present
Previous Registrations
  • 2013-05-23 → 2015-06-02
    Td Ameritrade, Inc.
    New York, NY
    New York, NY
  • 2013-05-20 → 2015-06-02
    Td Ameritrade Investment Management, Llc
    New York City, NY
    New York, NY
  • 2010-10-13 → 2013-05-03
    Pennington, NJ
Other Businesses

(1) HIGHLINE RESIDENTIAL POSITION: none NATURE: real estate salesperson, renting apartments to tenants. INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2022 ADDRESS: 10 W 37th St, 4th Floor, New York NY 10018, United States DESCRIPTION: Obtained real estate license, must join a brokerage to have license validated. I will likely be renting apartments in my neighborhood infrequently only working weekends. (2) MCDONALD PARTNERS INC. POSITION: President NATURE: Real Estate Development Company, Inactive INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/26/2025 ADDRESS: 1427 Gleneagles Dr, Venice FL 34292, United States DESCRIPTION: Administrative, minimal (3) KELLER WILLIAMS REALTY PARTNERS POSITION: Referral Network NATURE: real estate agency. they will be holding license as part of 'referral network' INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/03/2026 ADDRESS: 30 Village Green, Bedford NY 10506, United States DESCRIPTION: zero direct engagement, potentially refer a prospective buyer or seller to active agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-11
  • S66 Uniform Combined State Law Examination
    2010-10-11
Other Names
  • Brian Matthew Mcdonald
  • Brian M Mcdonald

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