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Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-12-02
  • TX RA
    APPROVED
    Since 2023-12-02

Branch Locations

3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States

Lake Dallas, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa-Cref Individual & Institutional Services, Llc Frisco TX 06/2021 Present
Tiaa Frisco TX 06/2021 Present
University Of North Texas Denton TX 09/2016 07/2020
Amazon Fulfillment Center (Dal3) Irving TX 07/2020 05/2021
University Of North Texas Denton TX 08/2016 05/2020
Animal Care Technologies Denton TX 05/2020 08/2020
  • 06/2021 → Present
    Frisco, TX
  • 06/2021 → Present
    Tiaa
    Frisco, TX
  • 09/2016 → 07/2020
    University Of North Texas
    Denton, TX
  • 07/2020 → 05/2021
    Amazon Fulfillment Center (Dal3)
    Irving, TX
  • 08/2016 → 05/2020
    University Of North Texas
    Denton, TX
  • 05/2020 → 08/2020
    Animal Care Technologies
    Denton, TX
Other Businesses

(1) Name: Jacob Theedee Music (ASCAP) Position: Owner Nature: Composition, Publishing to Spotify, Apple Music, and other music entities. Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 01/01/2011 Address: Home Address, Lake Dallas TX 75065, United States Description: This is the umbrella organization of my personal musical activities. They make primarily royalties, but very little money (less than $1,000 per year typically) (2) Name: Fannin Musical Productions Position: Employee Nature: We create custom marching band music for high schools around the nation. Seasonal. NOTE: for questions 8 and 9--I do not have access to this information! I'm providing my estimate, but I could be very wrong. I'm not allowed access to this. Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 05/30/2014 Address: 504 Lynnwood St., Murray KY 42071, United States Description: It is a work from home business centralized at Murray, KY. We work in software like Finale and Sibelius. It is seasonal work. In addition to being a W2 employee (very part-time) a majority of my income comes passively. I receive royalties because of my intellectual property every year regardless of any active work I do for the company. (3) 633 COLLECTIVE POSITION: Founder NATURE: Art collective to connect and allow patrons within the church to support and connect with artists to fund and support Christian artists through publication, residencies, and performances. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: Home Address, Lake Dallas TX 75065, United States DESCRIPTION: Director, recruiting artists, publisher of works (writing, music, art)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-01
S63 Uniform Securities Agent State Law Examination 2021-08-20
  • S65 Uniform Investment Adviser Law Examination
    2023-12-01
  • S63 Uniform Securities Agent State Law Examination
    2021-08-20
Other Names
  • Jake Thiede
  • Jacob R Thiede

View on SEC IAPD

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