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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| AL | RA | APPROVED | 2025-08-19 |
| VA | RA | APPROVED | 2014-05-12 |
Branch Locations
6802 Paragon Place Suite 410,Rooms 437, 438, 439, 440, Richmond, VA 23230 • United States
Glen Allen, VA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Richmond | VA | 04/2014 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Richmond | VA | 04/2014 | Present |
SINGLE RESIDENTIAL HOME RENTAL PROPERTY NO NAME POSITION: my husband and I own the property NATURE: rental of a single family home INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2016 ADDRESS: 8203 beagle Dr, Richmond VA 23228, United States DESCRIPTION: simply renting my old primary residence, this is the address of the property that we rent out. it is in my husband and my name jointly
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-31 |
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