Josephine Tran is an investment adviser representative (IAR) with state registration records since 2015, appearing at 3 firms. Currently registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2026-03-24 | present | Yes |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2018-12-24 | 2020-11-13 | — |
| BFC PLANNING, INC. | 2017-01-23 | 2018-10-01 | — |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 2015-07-17 | 2018-10-01 | — |