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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
VT RA APPROVED 2025-08-25
AL RA APPROVED 2025-08-15
TX RA APPROVED 2025-08-15
GA RA APPROVED 2023-11-03
  • VT RA
    APPROVED
    Since 2025-08-25
  • AL RA
    APPROVED
    Since 2025-08-15
  • TX RA
    APPROVED
    Since 2025-08-15
  • GA RA
    APPROVED
    Since 2023-11-03

Branch Locations

Six Concourse Parkway Suite 400, Atlanta, GA 30328-6104 • United States

Roswell, GA • 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
Us Army Fort Benning GA 02/1990 06/2017
Rcs Collectibles Roswell GA 03/2018 10/2019
Edward Jones Woodstock GA 08/2017 02/2018
Mass Mutual Life Insurance Company Atlanta GA 06/2021 11/2021
Mml Investors Services Llc Atlanta GA 06/2021 11/2021
E*Trade Securities Llc Alpharetta GA 11/2021 06/2022
E*Trade Capital Management Llc Alpharetta GA 11/2021 06/2022
J. P. Morgan Securities Llc Atlanta GA 06/2022 10/2023
Jpmorgan Chase Bank N. A. Atlanta GA 06/2022 10/2023
Edward Jones Woodstock GA 01/2020 03/2021
Harrisdirect Llc Alpharetta GA 11/2021 06/2022
Tiaa-Cref Individual & Institutional Services, Llc Atlanta GA 10/2023 Present
Tiaa Atlanta GA 10/2023 Present
  • 02/1990 → 06/2017
    Us Army
    Fort Benning, GA
  • 03/2018 → 10/2019
    Rcs Collectibles
    Roswell, GA
  • 08/2017 → 02/2018
    Woodstock, GA
  • 06/2021 → 11/2021
    Mass Mutual Life Insurance Company
    Atlanta, GA
  • 06/2021 → 11/2021
    Atlanta, GA
  • 11/2021 → 06/2022
    E*Trade Securities Llc
    Alpharetta, GA
  • 11/2021 → 06/2022
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 06/2022 → 10/2023
    J. P. Morgan Securities Llc
    Atlanta, GA
  • 06/2022 → 10/2023
    Jpmorgan Chase Bank N. A.
    Atlanta, GA
  • 01/2020 → 03/2021
    Woodstock, GA
  • 11/2021 → 06/2022
    Harrisdirect Llc
    Alpharetta, GA
  • 10/2023 → Present
    Atlanta, GA
  • 10/2023 → Present
    Tiaa
    Atlanta, GA
Previous Registrations
Other Businesses

Name: RVCS Enterprises Position: Sole proprietor/owner/manager Nature: Buy & Sell Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 01/01/2020 Address: Home Address, Roswell GA 30075, United States Description: Buy/Sell/Trade of sports cards and collectibles

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-10
S63 Uniform Securities Agent State Law Examination 2019-07-12
  • S65 Uniform Investment Adviser Law Examination
    2019-10-10
  • S63 Uniform Securities Agent State Law Examination
    2019-07-12
Other Names
  • Roberto Luis Perdomo
  • Robert Luis Perdomo
  • Robert Lu Perdomo
  • Roberto L Perdomo
  • Robert L. Perdomo

View on SEC IAPD

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