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9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-06 |
Branch Locations
39520 Woodward Ave Ste 101, Bloomfield Hills, MI 48304 • United States
9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Bloomfield Hills | MI | 10/2014 | 12/2016 |
| Stifel Nicolaus & Co Inc | Southfield | MI | 12/2016 | 02/2023 |
| Thurston Springer Financial | Indianapolis | IN | 02/2024 | Present |
| Arieli Capital | New York | NY | 02/2023 | 12/2023 |
| Major Biddles | Wyandotte | MI | 01/2024 | 02/2024 |
1. AirBnb; 888 Brannan St HQ, San Francisco, CA 94103; Vacation rental home; Host; Renting out a family owned cabin; 12/01/2022; 10 Hours per Year; Not during securities trading hours; Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-19 |
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