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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| TX | RA | APPROVED_RES | 2025-08-21 |
| NJ | RA | APPROVED | 2015-07-06 |
Branch Locations
3 University Plaza Suite 614, Hackensack, NJ 07601 • United States
Teaneck, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Hackensack | NJ | 06/2015 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Hackensack | NJ | 06/2015 | Present |
YOUNG ISRAEL OF TEANECK POSITION: Treasurer NATURE: Local synagogue of ~300 families and an annual operating budget of ~$650,000 where my family is a member. Young Israel of Teaneck (YIOT) provides daily services, adult education programming , and exciting programming for all ages12. YIOT is unique in its diversity of members, while simultaneously maintaining a strong sense of community INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: 868 Perry Lane, Teaneck NJ 07666, United States DESCRIPTION: The treasurer position essentially covers vendor invoice payments, processing payroll, preparing the annual budget and monitoring emails from members and vendors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-15 |
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