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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
IA RA APPROVED 2025-11-06
  • IA RA
    APPROVED
    Since 2025-11-06

Branch Locations

Grimes, IA • United States

2713 Stange Road, Suite 105, Ames, IA 50010 • 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
Tiaa-Cref Individual & Institutional Services, Llc Ames IA 09/2014 Present
Tiaa Ames IA 09/2014 Present
Other Businesses

LONYO LLC POSITION: Agent NATURE: My parents, who live in Iowa, own a condo in Dillon, CO. During the winter months the condo is rented for long-term. During the Summer months it is available for renting short-term but primarily during those months used for their leisure. I do not have any involvement in the business and nor does my wife. We, meaning my parents and I, use my Colorado address for the LLC so they don't have to pay an attorney a fee for paper filing. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2013 ADDRESS: Home Address, Littleton CO 80120, United States DESCRIPTION: Allowing my parents to use my address

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-25
S63 Uniform Securities Agent State Law Examination 2014-11-06
  • S66 Uniform Combined State Law Examination
    2016-08-25
  • S63 Uniform Securities Agent State Law Examination
    2014-11-06

View on SEC IAPD

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