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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-22 |
| WA | RA | APPROVED | 2012-04-20 |
Branch Locations
929 108Th Ave Ne Suite 720, Bellevue, WA 98004 • United States
Sammamish, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Bellevue | WA | 03/2012 | Present |
| Tiaa | Bellevue | WA | 03/2012 | Present |
FINANCIAL BEGINNINGS POSITION: Volunteer NATURE: Financial Beginnings is a 501(c)3 organization offering personal finance education to schools, nonprofits, businesses, and community organizations They deliver responsive financial education for all ages--elementary through adult--in formats that work for the students: in-person, virtual, or self-paced online. Their programs start with no-cost options, fit naturally into schools, nonprofits, businesses, and community settings, and are available in English and Spanish. They adapt to the needs of each partner and population. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/19/2026 ADDRESS: 619 SW 11th Ave, Portland OR 97205, United States DESCRIPTION: I would teach and deliver various financial planning modules to primarily middle and high school classes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-26 |
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