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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-19 |
| NV | RA | APPROVED | 2018-02-14 |
Branch Locations
200 S. Virginia Street 8Th Floor, Reno, NV 89501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Minden | NV | 07/2016 | 01/2018 |
| Tiaa | Reno | NV | 01/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Reno | NV | 01/2018 | Present |
NEVADA SYSTEM OF HIGHER EDUCATION INVESTMENT COMMITTEE POSITION: Non-voting Member NATURE: The Nevada System of Higher Education (NSHE) Investment Committee formulates and recommends investment policies for the board, implements approved strategies for endowment and operating pools, and reviews investment manager performance. The committee aims to achieve long-term, inflation-adjusted returns, managing assets to support NSHE's educational mission. Due to the nature of TIAA's relationship with NSHE, we received clearance from their benefits manager, Michelle Kelley, prior to seeking approval. The Investment Committee has no overlap with the Retirement Plan administration - they work on two separate pools of assets that do not overlap and legally (through government mandate) remain separate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 3/10/2026 ADDRESS: 4300 S Maryland Pkwy, Las Vegas NV 89119, United States DESCRIPTION: Provide education on investment reports to the committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-22 |
| S66 | Uniform Combined State Law Examination | 2013-12-09 |
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