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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Brighton | MI | 04/2019 | 10/2020 |
| Alight Financial Solutions Llc | Charlotte | NC | 02/2022 | 10/2025 |
| Health Coach Institute | Boise | ID | 07/2015 | 10/2016 |
| Fidelity Investments | Lansing | MI | 10/2025 | Present |
| Unemployed | Brighton | MI | 03/2017 | 07/2017 |
| Lake Trust Credit Union | Brighton | MI | 07/2017 | 04/2019 |
| England Logistics | Southfield | MI | 10/2020 | 10/2021 |
| Kemkrest | Brighton | MI | 10/2021 | 01/2022 |
| Ultra Level | Southfield | MI | 12/2016 | 03/2017 |
| National Petition Management | Brighton | MI | 01/2022 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-05 |
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