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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-22 |
Branch Locations
4660 S. Hagadorn Road Suite 130, East Lansing, MI 48823 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icma-Rc Services, Llc | Washington | DC | 04/2019 | 03/2020 |
| Voya | Coldwater | MI | 03/2020 | 04/2022 |
| Voya Financial Partners, Llc | Coldwater | MI | 03/2020 | 04/2022 |
| Tekonsha Cafe | Tekonsha | MI | 05/2021 | 06/2021 |
| Gnc | Coldwater | MI | 05/2021 | 09/2021 |
| Valic Financial Advisors, Inc. | Houston | TX | 04/2022 | 12/2024 |
| Tekonsha Cafe | Tekonsha | MI | 08/2023 | 12/2023 |
| Lincoln Financial Advisors Corporation | Fort Wayne | IN | 11/2016 | 04/2019 |
| Icma Retirement Corporation | Washington | DC | 04/2019 | 03/2020 |
| Tiaa | East Lansing | MI | 01/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | East Lansing | MI | 01/2025 | Present |
| Lincoln Financial Group | Fort Wayne | IN | 02/2008 | 04/2019 |
Name: United Methodist Church Position: Finance Chair Nature: The organization is a church. Investment Related: Yes Hours: 3 Securities Trading Hours: 0 Start Date: 01/01/2025 Address: 990 Marshall Rd, Coldwater MI 49036, United States Description: Assist with creation of church budget, monitor and encourage tithing, maintain checks and balances, and complete regular audits of church finances. Information will be presented to committee and leadership during regular meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-30 |
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