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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
NE RA APPROVED 2023-11-14
  • NE RA
    APPROVED
    Since 2023-11-14

Branch Locations

14301 Fnb Parkway Suites 100, Omaha, NE 68154 • United States

Omaha, NE • 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
Mutual Of Omaha Omaha NE 08/2010 10/2023
Mutual Of Omaha Investor Services, Inc Omaha NE 11/2010 10/2023
Tiaa Omaha NE 11/2023 Present
Tiaa-Cref Individual & Institutional Services, Llc Omaha NE 11/2023 Present
Previous Registrations
Other Businesses

NE OBLIVISCARIS LLC POSITION: Partner NATURE: My wife and I are partners in a family real estate LLC. I spend zero hours/week dedicated to activities with regards to this business. This business owns and manages commercial, residential, and industrial properties in Nebraska. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 3885 175 AVE, OMAHA NE 68130, United States DESCRIPTION: Investor, non-managing partner

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-30
S63 Uniform Securities Agent State Law Examination 2011-03-10
  • S65 Uniform Investment Adviser Law Examination
    2011-08-30
  • S63 Uniform Securities Agent State Law Examination
    2011-03-10
Other Names
  • Derek Michael Bury

View on SEC IAPD

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