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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
30200 Northwestern Hwy, Farmington, MI 48334-3296 • United States
Bloomfield Hills, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T.D. Ameritrade | Birmingham | MI | 09/2011 | 09/2016 |
| Scottrade, Inc. | Troy | MI | 09/2016 | 06/2018 |
| Td Ameritrade, Inc. | Grand Blanc | MI | 02/2018 | 06/2018 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 06/2018 |
| E*Trade Securities Llc | Farmington Hills | MI | 06/2018 | 02/2020 |
| E*Trade Capital Management Llc | Farmington Hills | MI | 06/2018 | 02/2020 |
| E*Trade Securities Llc | Farmington Hills | MI | 02/2020 | 01/2022 |
| E*Trade Capital Management Llc | Farmington Hills | MI | 02/2020 | 01/2022 |
| E*Trade Securities Llc | Birmingham | MI | 01/2022 | 07/2023 |
| E*Trade Capital Management Llc | Birmingham | MI | 01/2022 | 07/2023 |
| Morgan Stanley | Birmingham | MI | 03/2023 | 07/2023 |
| Fidelity Investments | Farmington | MI | 08/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-129614|OrgNmn:Kirk in the Hills |Org Addr:Bloomfield,Michigan,US|OBA Nature:Outreach and Mission Committee|Invst Rel:Y|Title:Officer|Duties:Treasurer of the committe. Meet 1 time a month to review fund requests with the committee. |StrtDt:05-19-26|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-26 |
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