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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-12 |
| AL | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2025-10-29 |
| VT | RA | APPROVED | 2025-10-29 |
Branch Locations
1560 Sherman Avenue Suite 100, Evanston, IL 60201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Advisers, Inc. | King Of Prussia | PA | 05/2015 | 05/2017 |
| Fidelity Brokerage Services Llc | King Of Prussia | PA | 03/2013 | 05/2017 |
| Tiaa | Philadelphia | PA | 05/2017 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 05/2017 | 11/2020 |
| Fidelity Investments | King Of Prussia | PA | 05/2010 | 05/2017 |
| Tiaa | Chicago | IL | 04/2021 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Chicago | IL | 05/2025 | Present |
| Unemployed | Philadelphia | PA | 12/2020 | 03/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-20 |
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