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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-10-29 |
| CT | RA | APPROVED | 2024-06-18 |
| MA | RA | APPROVED | 2023-10-18 |
Branch Locations
97 Mt. Auburn Street, Cambridge, MA 02138 • United States
Norfolk, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Cambridge | MA | 07/2008 | 10/2018 |
| Tiaa | Cambridge | MA | 07/2008 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Cambridge | MA | 01/2019 | Present |
NORFOLK LIBRARY ASSOCIATES POSITION: Associate NATURE: non-for-profit organization supporting public library INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/04/2022 ADDRESS: 9 Greenwoods Road East, PO Box 674, Norfolk CT 06058, United States DESCRIPTION: member of non profit board making decisions about library programs and fundraising
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-29 |
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