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1440 Arrowhead Drive, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-16 |
| OH | RA | APPROVED | 2020-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hillsdale College | Hillsdale | MI | 05/2014 | 05/2019 |
| Wintrust Financial Corporation | Rosemont | IL | 05/2018 | 08/2018 |
| Tfo-Tdc, Llc | Maumee | OH | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-24 |
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