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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-19 |
Branch Locations
730 Third Avenue Nyc Regional, New York, NY 10017 • United States
Woodmere, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | New York | NY | 07/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 07/2023 | Present |
| Elysium Management Llc | New York | NY | 10/2022 | 07/2023 |
| Overbrook Management Corp | New York | NY | 05/2018 | 10/2022 |
| Pzena Investment Management | New York | NY | 06/2014 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-19 |
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