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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-09-08 |
Branch Locations
1700 Market Street 32Nd Floor/Suite 3222, Philadelphia, PA 19103 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Malvern | PA | 06/2013 | 06/2017 |
| Tiaa | Philadelphia | PA | 07/2017 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 07/2017 | Present |
RENTAL PROPERTY POSITION: owner NATURE: Vacation home / rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/09/2011 ADDRESS: 101 Front Street, Unit 12, Key West FL 33040, United States DESCRIPTION: landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-02 |
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