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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-26 |
Branch Locations
333 W. Wacker Drive 28Th & 30Th Floors, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Arlington Heights | IL | 07/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Arlington Heights | IL | 07/2018 | Present |
| Clover Technologies Group | Hoffman Estates | IL | 01/2018 | 05/2018 |
| Arlington Heights Historical Museum | Arlington Heights | IL | 06/2017 | 01/2018 |
| Stericycle | Chicago | IL | 02/2016 | 05/2017 |
| Chicago History Museum | Chicago | IL | 11/2017 | 05/2018 |
| Unemployed | Denver | CO | 06/2018 | 06/2018 |
PERSONAL RENTAL PROPERTY POSITION: owner NATURE: rental property, renting out home. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: Home Address, Denver CO 80247, United States DESCRIPTION: landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-27 |
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