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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-14 |
Branch Locations
328 Innovation Boulevard Suite 301, State College, PA 16803 • United States
Bellefonte, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Pittsburgh | PA | 09/2016 | 04/2017 |
| Unemployed | Bellefonte | PA | 01/2016 | 09/2016 |
| Tiaa | State College | PA | 04/2017 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | State College | PA | 04/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-08 |
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