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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-29 |
| AK | RA | APPROVED | 2023-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 11/2013 | 09/2017 |
| Tiaa | Denver | CO | 11/2013 | 09/2017 |
| Self Employed | Denver | CO | 09/2017 | 12/2018 |
| Green Buffalo Crypto | Denver | CO | 07/2018 | 01/2019 |
| Great West | Denver | CO | 12/2018 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Anchorage | AK | 03/2023 | Present |
| Bank Of America N.A. | Anchorage | AK | 04/2023 | Present |
I*: 2109354Entity Type: Rental Property Name of OBA: Rental Property 1Address: Eagle River, AK 99577Investment Related: NoPosition, Title, Association: Co-owner with other family memberEmployee Start Date: 1/1/2025Number of Hours: 5 hrs annuallyNumber of Hours during trading 0 Duties: Rental Property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-01 |
| S66 | Uniform Combined State Law Examination | 2010-10-15 |
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