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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| TX | RA | APPROVED_RES | 2025-08-22 |
| MI | RA | APPROVED | 2018-04-18 |
Branch Locations
777 E. Eisenhower Parkway Suite 100, Ann Arbor, MI 48108 • United States
Chelsea, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Service Of America | Warren | MI | 09/2010 | 02/2018 |
| Independence Capital Co., Inc. | Parma | OH | 01/2017 | 02/2018 |
| Fsa Advisors, Inc. | Warren | MI | 08/2017 | 02/2018 |
| Tiaa | Ann Arbor | MI | 04/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Ann Arbor | MI | 04/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-11 |
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