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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2014-06-04 |
Branch Locations
617 Eastlake Avenue East Suite 100, Seattle, WA 98109 • United States
Seattle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Seattle | WA | 05/2014 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Seattle | WA | 05/2014 | Present |
PLANT AMNESTY POSITION: Serve on finance committee and individual board NATURE: I was asked to serve on finance committee and board. Here is what I received from orginzation:Finance Committee:The Finance Committee ensures the organization is in good financial standing by evaluating the yearly budget, seeking grant opportunities, and assisting in the writing of the annual report.ExpectationsAttend a quarterly meeting with the Board TreasurerProvide input on fundraising ideas and guidance on business decisions.Board:1 Know what the organization is and what it does 2 Actively participate in committees, as a board member should 3 Counsel and support the chief executive 4 Avoid conflict of interest 5 Give, and solicit, money INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2021 ADDRESS: 6310 NE 74th St, Seattle WA 98115, United States DESCRIPTION: PlantAmnesty,established in 1987, is a 1000-member nonprofit organization whose mission isto provide education, resources, and advocacy to prevent malpruning and preserve urban greenspaces.We have a sense of humor and a mission. We specialize in using the media to alert the public to crimes against nature being committed in their own back yards, specificallytree toppingand thenuisance shearingof shrubs. Once we have the public's attention, we supply all the solutions: areferral serviceof skilled gardeners and arborists,classes and workshops, instructionalYouTube videosand how-toliteratureon selective pruning in English and Spanish. We also host volunteer pruning events for needy and deserving trees and gardens, including theArbor Day Tree PruneandVolunteer Yard Renovations.For our work on pruning reform, we have won several awards including three Gold Leaf Awards from the International Society of Arboriculture, the Arbor Day Foundation's Education Award, and Washington State's Urban Forest Stewardship Award.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-23 |
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