Best Investors Account Sign in
Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-08-10
  • NJ RA
    APPROVED
    Since 2026-08-10

Branch Locations

3 University Plaza Suite 614, Hackensack, NJ 07601 • United States

North Bergen, NJ • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated North Bergen NJ 11/2025 07/2026
American Express New York City NY 09/2023 08/2025
Unemployed North Bergen NJ 06/2023 09/2023
Aegis Insurance Services, Inc. East Rutherford NJ 04/2023 06/2023
Unemployed North Bergen NJ 12/2022 04/2023
Project Destined Remote (Based In Washington, Dc) NL 08/2022 12/2022
Connectone Bank Union NJ 06/2022 07/2022
Unemployed North Bergen NJ 04/2022 06/2022
Walmart North Bergen NJ 06/2020 10/2021
Amazon Hoboken NJ 07/2021 04/2022
High Tech High School North Bergen NJ 09/2016 08/2018
High Tech High School Secaucus NJ 09/2018 06/2020
Bank Of America, N.A. North Bergen NJ 01/2026 07/2026
Tiaa Hackensack NJ 07/2026 Present
Tiaa-Cref Individual & Institutional Services, Llc Hackensack NJ 07/2026 Present
  • 11/2025 → 07/2026
    North Bergen, NJ
  • 09/2023 → 08/2025
    American Express
    New York City, NY
  • 06/2023 → 09/2023
    Unemployed
    North Bergen, NJ
  • 04/2023 → 06/2023
    Aegis Insurance Services, Inc.
    East Rutherford, NJ
  • 12/2022 → 04/2023
    Unemployed
    North Bergen, NJ
  • 08/2022 → 12/2022
    Project Destined
    Remote (Based In Washington, Dc), NL
  • 06/2022 → 07/2022
    Connectone Bank
    Union, NJ
  • 04/2022 → 06/2022
    Unemployed
    North Bergen, NJ
  • 06/2020 → 10/2021
    Walmart
    North Bergen, NJ
  • 07/2021 → 04/2022
    Amazon
    Hoboken, NJ
  • 09/2016 → 08/2018
    High Tech High School
    North Bergen, NJ
  • 09/2018 → 06/2020
    High Tech High School
    Secaucus, NJ
  • 01/2026 → 07/2026
    Bank Of America, N.A.
    North Bergen, NJ
  • 07/2026 → Present
    Tiaa
    Hackensack, NJ
  • 07/2026 → Present
    Hackensack, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-28
  • S66 Uniform Combined State Law Examination
    2026-01-28

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Hackensack, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor