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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-12-15 |
Branch Locations
225 Wyman Street, Waltham, MA 02451 • United States
Lynnfield, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Newton | MA | 01/2005 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Newton | MA | 11/2016 | Present |
N/A POSITION: owner NATURE: We bought a second home and are leasing it to a tenant INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 716 Main St, Lynnfield MA 01940, United States DESCRIPTION: Lesor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-14 |
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