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Daniel Steven York

Tiaa-Cref Individual & Institutional Services, LLC

New York, NY

New York, NY

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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
AL RA APPROVED 2026-02-02
TX RA APPROVED 2026-02-02
VT RA APPROVED 2026-02-02
NY RA APPROVED 2026-01-30
  • AL RA
    APPROVED
    Since 2026-02-02
  • TX RA
    APPROVED
    Since 2026-02-02
  • VT RA
    APPROVED
    Since 2026-02-02
  • NY RA
    APPROVED
    Since 2026-01-30

Branch Locations

New York, NY • United States

730 Third Avenue Nyc Regional, New York, NY 10017 • 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
Gwm Usa Llc Miami FL 09/2016 09/2018
Tiaa New York NY 11/2018 Present
Tiaa-Cref Individual & Institutional Services, Llc Gainesville FL 11/2018 01/2023
Beacon Global Advisor Network, Llc Miami FL 10/2017 10/2018
Tiaa-Cref Individual & Institutional Services, Llc New York NY 06/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-30
S63 Uniform Securities Agent State Law Examination 2018-10-05
  • S65 Uniform Investment Adviser Law Examination
    2026-01-30
  • S63 Uniform Securities Agent State Law Examination
    2018-10-05
Other Names
  • Daniel Steven York
  • Daniel York

View on SEC IAPD

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