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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-21 |
| MA | RA | APPROVED | 2014-09-24 |
Branch Locations
97 Mt. Auburn Street, Cambridge, MA 02138 • United States
Winchester, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Cambridge | MA | 08/2014 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Cambridge | MA | 08/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-26 |
| S66 | Uniform Combined State Law Examination | 2009-09-21 |
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