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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-24 |
| NC | RA | APPROVED | 2025-03-24 |
| TX | RA | APPROVED | 2025-03-24 |
Branch Locations
4660 S Hagadorn Rd Ste 300, East Lansing, MI 48823 • United States
6752 Parker Farm Dr Ste 300, Wilmington, NC 28405 • United States
2723 S State St Ste 320, Ann Arbor, MI 48104 • United States
27755 Stansbury Blvd Ste 275, Farmington Hills, MI 48334 • United States
522 Huron Ave, Port Huron, MI 48060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Ann Arbor | MI | 08/2015 | 06/2020 |
| Citizens Securities, Inc | Canton | MA | 06/2020 | 06/2021 |
| Citizens Bank | Southfiled | MI | 06/2020 | 06/2021 |
| Citizens Securities, Inc. | Southfield | MI | 06/2021 | 04/2022 |
| Citizens Securities, Inc. | Southfield | MI | 04/2022 | 03/2025 |
| Wells Fargo Clearing Services, Llc | Port Huron | MI | 03/2025 | Present |
1) AYSO Region 610 - Board Member; Jackson Area Club Soccer - Coach; 18 hours/month; Start date: 04/2022. GRASS LAKE AREA SOCCER, LLC; NOT INV RELATED; GRASS LAKE, MI; 100% OWNERSHIP; 03/2023; 1 HOUR PER MONTH; 0 DURING TRADING; COACHING LOCAL PLAYERS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-16 |
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