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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_RES | 2025-03-31 |
Branch Locations
500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108-3349 • United States
Brighton, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Farmington | MI | 01/2013 | 01/2018 |
| E*Trade Capital Management Llc | Farmington | MI | 01/2013 | 01/2018 |
| Raymond James & Associates, Inc. | Farmington Hills | MI | 01/2018 | 01/2022 |
| Chemical Bank | Southfield | MI | 10/2019 | 10/2019 |
| Cetera Investment Services | St Cloud | MN | 10/2019 | 10/2019 |
| Cetera Investment Advisors Llc | Southfield | MI | 10/2019 | 10/2019 |
| Fidelity Investments | Ann Arbor | MI | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-119315|OrgNmn:Michigan Lacrosse|Org Addr:Plymouth ,Michigan,US|OBA Nature:Lacrosse store front and train|Invst Rel:N|Title:owner|Duties:Update website, and working weekends at lacrosse events|StrtDt:06-30-25|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-08 |
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