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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-22 |
| CA | RA | APPROVED | 2016-12-15 |
Branch Locations
535 Cowper St Suite 200, Palo Alto, CA 94301 • United States
San Francisco, CA • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigfig Wealth Management | San Francisco | CA | 01/2014 | 11/2016 |
| Tiaa | Palo Alto | CA | 11/2016 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Palo Alto | CA | 11/2016 | Present |
RENTAL PROPERTY (LOCATED IN AZ) POSITION: Property Manager NATURE: Rental property located in Mesa, AZ. Long-term rental with tenant already occupying with 2-year contract. I am purchasing the property from my parents and taking over managing the rental. The management if minimal as tenants are in there long-term. The OBA has not yet officially commenced, however, the process to purchase the rental property has on 3/26/2026. Official commencement i believe would be the date in which we close on the rental property and begin to receive rental income and start management. Closing date is expected to be no later than 4/15/2026. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/26/2026 ADDRESS: 5660 E Forge Cir, Mesa AZ 85206, United States DESCRIPTION: Manage rental income and tenant issues
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-12-30 |
| S65 | Uniform Investment Adviser Law Examination | 2016-08-12 |
| S66 | Uniform Combined State Law Examination | 2011-12-19 |
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