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230 Park Avenue 4Th Floor West, New York, NY 10169 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-12-01 |
Branch Locations
6425 Living Place Suite 200, Pittsburgh, PA 15206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Pittsburgh | PA | 05/2015 | Present |
| Tiaa | Pittsburgh | PA | 05/2015 | 11/2020 |
| Tiaa | Pittsburgh | PA | 11/2020 | 01/2022 |
| Cross Border Wealth, Llc | Pittsburgh | PA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-09 |
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