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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-06 |
| PA | RA | APPROVED | 2017-06-02 |
Branch Locations
1600 Washington Road Suite B, Mt. Lebanon, PA 15228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Pittsburgh | PA | 06/2013 | 04/2017 |
| Tiaa-Cref Individual & Institutional Services, Llc | Pittsburgh | PA | 06/2013 | 04/2017 |
| Charles Schwab & Co., Inc. | Mt. Lebanon | PA | 05/2017 | Present |
| Iron Shamrock Llc | Mt. Lebanon | PA | 06/2017 | Present |
1) Rental Property | Investment Related:No|S Barnard W. Nittany|State College|PA|16801|USA|Real Estate (Non-Agent/Broker)|Owner|3/1/1991|Less than 20|0|My wife and I own two rental properties near Penn State University. These properties are professionally managed by a local management company for 25 years.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-08 |
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