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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2007-03-05 |
Branch Locations
941 E Second Ave Suite 201, Coralville, IA 52241 • United States
Iowa City, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Coralville | IA | 03/2001 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Coralville | IA | 03/2001 | Present |
UNIVERSITY OF IOWA, TIPPIE COLLEGE OF BUSINESS, DEPARTMENT OF FINANCE POSITION: ADJUNCT INSTRUCTOR NATURE: INSTITITUTION OF HIGHER LEARNING INVESTMENT RELATED: NO NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2014 ADDRESS: 108 PAPPAJOHN BUSINESS BDG, IOWA CITY IA 52245 DESCRIPTION: I TEACH A WEALTH MANAGEMENT CLASS TO UPPER CLASS UNDERGRADUATE STUDENTS AT THE UNIVERSITY WEEKLY FOR ACADEMIC CREDIT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-28 |
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