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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-22 |
| VT | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED | 2025-10-29 |
| NY | RA | APPROVED | 2025-08-29 |
Branch Locations
730 Third Avenue Nyc Regional, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | New York | NY | 04/2022 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 06/2025 | Present |
| Unemployed | New York | NY | 10/2019 | 03/2022 |
| Unemployed | San Antonio | TX | 07/2019 | 09/2019 |
| Usaa | San Antonio | TX | 11/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-29 |
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