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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-09 |
| MI | RA | APPROVED | 2018-03-28 |
Branch Locations
1251 North Eddy Street Suite 200, Office 15, South Bend, IN 46617 • United States
Holland, MI • United States
333 Bridge Street, Nw Suite 110, Grand Rapids, MI 49504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Grand Rapids | MI | 08/2016 | 03/2018 |
| Tiaa | South Bend | IN | 03/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | South Bend | IN | 03/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-03 |
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