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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-03-19 |
Branch Locations
2325 Pointe Parkway Suite 100, Carmel, IN 46032 • United States
Indianapolis, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Carmel | IN | 07/2011 | Present |
| Tiaa | Carmel | IN | 07/2011 | Present |
(1) WASHINGTON TOWNSHIP SCHOOLS FOUNDATION POSITION: Board Member- Chair of Grants/Scholarships Committee NATURE: Mission: Advancing the achievements of world-class public education by connecting private funding to innovative programs that benefit our schools and community. Funding is focused in three main areas: Enriching programs, such as Panther Quest, AVID, AP/IB testing and JA Biz Town/Finance Park which rely upon The Advancement Center for continued funding Endowments to further educational excellence and set Washington Township Schools apart (e.g. K-12 IB initiative, athletic endowment, college credit)Classroom and Professional Development Grant Requests INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: 8550 Woodfield Crossing Blvd, Indianapolis IN 46240, United States DESCRIPTION: Since 1985, the Foundation assisted in meeting the changing needs of our children. We made a difference in their school lives by funding grants that provide innovative programs designed to enrich our curriculum. We also support professional development, staff recognition and projects that enhance district resources. Working closely with community supporters to obtain funding for programs that would not otherwise be available, we have invested over $6,000,000 in our district schools over the years. Today, the WTSF (a 501(c)(3) organization) gives out more than $500,000 annually in grants, scholarships and designated gifts to the students and teachers in Washington Township Schools. (2) NORTH CENTRAL FOOTBALL BOOSTERS POSITION: Vice President NATURE: I have taken on additional responsibilities with the Booster Club now that I have been named Vice President. I have access to the bank account and a debit card. I will use that pay invoices. I was just volunteering, but now I am joining the booster board to support the North Central High School Football team. I am organizing the Red Zone Panther Party--a fundraiser for 150 people. I have managed registration and silent auction. This is through a site called Givebutter. That is the platform where people pay to attend the event and for their silent auction items. Then the funds are transferred to the NC Football club's bank account. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 1801 E. 86th St, Indianapolis IN 46240, United States DESCRIPTION: Basic planning, communication and possible fundraising. Red Zone Panther Party Organizer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-19 |
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