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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
NY RA APPROVED 2026-08-27
  • NY RA
    APPROVED
    Since 2026-08-27

Branch Locations

Staten Island, 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
Tiaa Charlotte NC 06/2024 09/2025
Tiaa-Cref Individual & Institutionalservices, Llc Charlotte NC 06/2024 09/2025
Bloomberg L.P/Robert Half Princeton NJ 06/2023 06/2024
Invictus Property Advisors New York NY 01/2022 01/2023
The Channel Club New York NY 05/2021 08/2021
Tropical Smoothie Cafe Staten Island NY 04/2019 11/2019
Unemployed Staten Island NY 09/2015 03/2019
The Aldyn New York NY 06/2021 08/2021
New York Habitat New York NY 08/2021 11/2021
Jpmorgan Chase Bank, N.A. New York NY 09/2025 08/2026
J.P. Morgan Securities Llc New York NY 09/2025 08/2026
Tiaa New York NY 08/2026 Present
Tiaa-Cref Individual & Institutional Services, Llc New York NY 08/2026 Present
State University Of New York At Binghamton Binghamton NY 01/2020 05/2023
  • 06/2024 → 09/2025
    Tiaa
    Charlotte, NC
  • 06/2024 → 09/2025
    Tiaa-Cref Individual & Institutionalservices, Llc
    Charlotte, NC
  • 06/2023 → 06/2024
    Bloomberg L.P/Robert Half
    Princeton, NJ
  • 01/2022 → 01/2023
    Invictus Property Advisors
    New York, NY
  • 05/2021 → 08/2021
    The Channel Club
    New York, NY
  • 04/2019 → 11/2019
    Tropical Smoothie Cafe
    Staten Island, NY
  • 09/2015 → 03/2019
    Unemployed
    Staten Island, NY
  • 06/2021 → 08/2021
    The Aldyn
    New York, NY
  • 08/2021 → 11/2021
    New York Habitat
    New York, NY
  • 09/2025 → 08/2026
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 09/2025 → 08/2026
    New York, NY
  • 08/2026 → Present
    Tiaa
    New York, NY
  • 08/2026 → Present
    New York, NY
  • 01/2020 → 05/2023
    State University Of New York At Binghamton
    Binghamton, NY
Previous Registrations
Other Businesses

(1) Name: Forever Yours, LLC Position: owner Nature: There are currently no business operations but the intent will be to create a mobile app in which people can add recipients to send flowers to on repeat without thought. Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 06/15/2026 Address: Home Address, Staten Island NY 10314, United States Description: Owner (2) Name: Notary Public Position: Notary Public Nature: Notary Public with no revenue. I obtained the designation as a result of my last role with JP Morgan Chase. I do not notarize for a profit at this time and do not intend to. Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 04/30/2026 Address: Home Address, Staten Island NY 10314, United States Description: Notarizations

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-09
  • S66 Uniform Combined State Law Examination
    2024-09-09

View on SEC IAPD

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