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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-31 |
| MI | RA | APPROVED | 2025-08-06 |
Branch Locations
522 Huron Ave, Port Huron, MI 48060 • United States
255 E Brown St Ste 400, Birmingham, MI 48009 • United States
77 Kercheval Ave, Grosse Pointe Farms, MI 48236 • United States
5406 Gateway Ctr Ste D, Flint, MI 48507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 06/2013 | 06/2019 |
| Td Ameritrade Investment Management, Llc | Grand Blanc | MI | 04/2020 | 09/2020 |
| Morgan Stanley | Birmingham | MI | 09/2020 | 12/2021 |
| Jpmorgan Chase Bank, N.A. | Troy | MI | 12/2021 | 07/2025 |
| J.P. Morgan Securities Llc | Troy | MI | 12/2021 | 07/2025 |
| Td Ameritrade, Inc. | Grand Blanc | MI | 04/2020 | 09/2020 |
| Huntington Bank | Birmingham | MI | 07/2019 | 04/2020 |
| K&T Orion Realty Llc | Lake Orion | MI | 10/2013 | 02/2018 |
| K&T Oxford Realty Llc | Oxford | MI | 10/2013 | 02/2018 |
| Mtac Investments Llc | Waterford | MI | 02/2018 | 12/2021 |
| Hutchison Homes Llc | Lake Orion | MI | 11/2017 | 02/2018 |
| Wells Fargo Clearing Services, Llc | Birmingham | MI | 07/2025 | Present |
Entity Name: K&T Orion Realty LLC Investment related: No Address: 2894 Flintridge St. Lake Orion MI 48359 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/24/2013 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: real estate rental Entity Name: K&T Oxford Realty LLC Investment related: No Address: 918 Keith St. Oxford, MI 48371 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/13/2013 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental property Entity Name: MTAC Investments LLC Investment related: No Address: 5265 Tubbs Rd Waterford, MI 48327 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/18/2018 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: real estate Entity Name: Hutchison Homes LLC Investment related: No Address: 975 Leidich St. Lake Orion mi 48359 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/15/2017 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: real estate -Rental
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-14 |
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