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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2011-09-22 |
Branch Locations
777 E. Eisenhower Parkway Suite 100, Ann Arbor, MI 48108 • United States
Brighton, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Ann Arbor | MI | 08/2011 | Present |
| Tiaa | Ann Arbor | MI | 08/2011 | Present |
(1) THERESA S SERAFIMOVSKI ESQ POSITION: Attorney NATURE: Legal services INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2016 ADDRESS: Home Address, Brighton MI 48114 DESCRIPTION: General legal services provided as a licensed Attorney in the State of Michigan (2) CUSTOM LEGAL PLANNING PLLC POSITION: Single member of Professional Limited Liability Company NATURE: Legal services INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 10/07/2016 ADDRESS: PO Box 1985, Brighton MI 48116 DESCRIPTION: General legal services provided as a licensed Attorney in the State of Michigan (3) Rental POSITION: Owner - rental property NATURE: Property is currently owned by me and occupied by family member. Request is to review for future rental opportunity to relative or other tenant. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 437 Water Tower Circle, Brighton MI 48116, United States DESCRIPTION: property owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-12 |
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