Tiaan Steenkamp

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-10
AR	RA	APPROVED	2025-01-08

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jonesboro	AR	08/2024	Present
Jonesboro Country Club	Jonesboro	AR	03/2022	08/2024
Access Medical Clinic	Jonesboro	AR	08/2021	03/2022
Arkanasas State University	Jonesboro	AR	05/2019	08/2021
Downtown Jonesboro	Jonesboro	AR	01/2019	05/2019
Arkansas State University	Jonesboro	AR	01/2015	05/2019
Arkansas State University	Jonesboro	AR	08/2019	05/2021
Arkansas State University	Jonesboro	AR	08/2017	06/2018
Bank Of America, N.A.	Jonesboro	AR	10/2024	Present

08/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jonesboro, AR
03/2022 → 08/2024

Jonesboro Country Club

Jonesboro, AR
08/2021 → 03/2022

Access Medical Clinic

Jonesboro, AR
05/2019 → 08/2021

Arkanasas State University

Jonesboro, AR
01/2019 → 05/2019

Downtown Jonesboro

Jonesboro, AR
01/2015 → 05/2019

Arkansas State University

Jonesboro, AR
08/2019 → 05/2021

Arkansas State University

Jonesboro, AR
08/2017 → 06/2018

Arkansas State University

Jonesboro, AR
10/2024 → Present

Bank Of America, N.A.

Jonesboro, AR

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-01-06

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