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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-10-30 |
| TX | RA | APPROVED | 2025-10-30 |
| VT | RA | APPROVED | 2025-10-30 |
| DC | RA | APPROVED | 2025-08-14 |
Branch Locations
1300 Eye Street Suite 300W, Washington, DC 20005 • United States
Washington, DC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Washington | DC | 05/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Washington | DC | 06/2025 | Present |
| Glg | Washington | DC | 07/2014 | 04/2017 |
| Unemployed | Washington | DC | 04/2017 | 05/2018 |
CITY TEACHING ALLIANCE POSITION: Finance Committee Member NATURE: CTA's mission is to identify, prepare, and retain exceptional career educators who are empowered and equipped to make a lasting impact on the academic and life outcomes of all of all learners. The work influences academic outcomes, personal development, and long-term socioeconomic factors for students- supporting them to becomes tomorrow's leaders innovators, and problem solvers. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/17/2022 ADDRESS: 8 Market Place, Office #68, Baltimore MD 21202, United States DESCRIPTION: Attend quarterly meetings to review budget and business development updates. Sign off on routine audits from third-party firm.
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