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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 | 2017-11-15 |
Branch Locations
4660 S. Hagadorn Road Suite 130, East Lansing, MI 48823 • United States
Dewitt, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial Services, Inc. | Southfield | MI | 05/2006 | 11/2017 |
| Tiaa | East Lansing | MI | 11/2017 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | East Lansing | MI | 11/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-11 |
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