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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-21 |
| MI | RA | APPROVED | 2018-12-21 |
Branch Locations
777 E. Eisenhower Parkway Suite 100, Ann Arbor, MI 48108 • United States
Ann Arbor, MI • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Cco Investment Services Corp | Philadelphia | PA | 01/2015 | 07/2018 |
| Citizens Securities, Inc. | Philadelphia | PA | 01/2015 | 07/2018 |
| Extended Travel | Ann Arbor | MI | 07/2018 | 11/2018 |
| Tiaa | Ann Arbor | MI | 11/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Ann Arbor | MI | 11/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-16 |
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