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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-21 |
| PA | RA | APPROVED | 2006-11-28 |
Branch Locations
328 Innovation Boulevard Suite 301, State College, PA 16803 • United States
State College, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | State College | PA | 11/2006 | Present |
| Tiaa | State College | PA | 11/2006 | Present |
(1) JAB PARTNERSHIP POSITION: Partner NATURE: Rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2002 ADDRESS: 508 High St, Port Matilda PA 16870 DESCRIPTION: JAB Partnership was created in 2002 to hold investment rental property. The partnership consists of myself, my wife Annie (the managing partner), and another couple. There are 2 other rental properties owned by my wife and I separately as well. (2) STATE COLLEGE RENTAL PROPERTY POSITION: owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2019 ADDRESS: Home Address, State College PA 16803, United States DESCRIPTION: Landlord (3) GREEN RIDGE STREET DUNMORE POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/18/2003 ADDRESS: 1715/1717 Green Ridge Street, Dunmore PA 18509, United States DESCRIPTION: landlord (4) JEFFERSON AVENUE RENTAL POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/07/2013 ADDRESS: 1743 Jefferson Avenue, Dunmore PA 18509, United States DESCRIPTION: Landlord (5) SAINT JOSEPH'S CATHOLIC ACADEMY POSITION: Board of director member NATURE: Serving on the School Board. I have been confirmed, and first meeting is October 13, 2025 INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 10/13/2025 ADDRESS: 901 Boalsburg Pike, Boalsburg PA 16827, United States DESCRIPTION: Advising the school of policies, strategy and fundraising
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-13 |
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