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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-10-29 |
| TX | RA | APPROVED_RES | 2025-09-12 |
| IA | RA | APPROVED | 2008-01-14 |
Branch Locations
941 E Second Ave Suite 201, Coralville, IA 52241 • United States
Iowa City, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Coralville | IA | 04/2005 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Coralville | IA | 04/2005 | Present |
(1) ST PATRICK'S CHURCH - FINANCE COUNCIL POSITION: Finance Council NATURE: It is a church INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2021 ADDRESS: 4330 St Patrick's Drive, Iowa City IA 52245, United States DESCRIPTION: Church Finance Council. Assist Priest with long range plans and reviewing business activity. (2) HOME RENTAL - 304 DARTMOUTH POSITION: Landlord NATURE: We rent this home to to a single family INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 304 Dartmouth ST, Iowa City IA 52245, United States DESCRIPTION: Landlord (3) SAINT PATRICK CHURCH - IOWA CITY POSITION: Trustee NATURE: Trustee of Saint Patrick Church - Iowa City INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2026 ADDRESS: 4330 St. Patrick Dr, Iowa City IA 52240, United States DESCRIPTION: One of two lay people to oversee the Parish Finances. I will be granted check writing privileges but will only be needed in rare occurrence where priest is unavailable. Primary function is oversight of Priest & finances.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-07 |
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