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5700 Crooks Rd. Suite 340, Troy, MI 48098-2809 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-20 |
Branch Locations
5700 Crooks Rd. Suite 340, Troy, MI 48098-2809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 06/2009 | 03/2017 |
| The Prudential Insurance Company Of America | White Plains | NY | 03/2024 | 10/2025 |
| Lpl Enterprise, Llc | White Plains | NY | 11/2024 | 10/2025 |
| Epi Financial Group Llc | Troy | MI | 11/2025 | Present |
| Morgan Stanley Services Group Inc. | New York | NY | 03/2017 | 04/2023 |
| Pruco Securities Llc | White Plains | NY | 02/2024 | 11/2024 |
| Unemployed | Stamford | CT | 04/2023 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-01 |
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