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41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-06-07 |
Branch Locations
Birmingham Private Banking 555 South Old Woodward Ave, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Southfield | MI | 07/2014 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington Hills | MI | 04/2018 | 04/2022 |
| Bank Of America, N.A. | Farmington Hills | MI | 06/2018 | 04/2022 |
| Unemployed | Trenton | MI | 01/2018 | 04/2018 |
| Morgan Stanley | Birmingham | MI | 05/2022 | 03/2024 |
| Unemployed | Trenton | MI | 04/2024 | 05/2024 |
| The Huntington Investment Company | Birmingham | MI | 05/2024 | Present |
NAME: Cub Scout Pack 1730 POSITION: Board Member / Committee Member NATURE: Lead a group of Cub Scouts INVESTMENT RELATED: No NUMBER OF HOURS: 5-10 SECURITIES TRADING HOURS: 0 START DATE: 8/1/2021 ADDRESS: PO box 98, Trenton, MI 48183 DESCRIPTION: Cub Master NAME: Generations Rentals, LLC POSITION: Member NATURE: Tax / Accounting / Bookkeeping INVESTMENT RELATED: No NUMBER OF HOURS: 0-5 SECURITIES TRADING HOURS: 0 START DATE: 2/1/2016 ADDRESS: 2251 Westfield Rd. DESCRIPTION: I do the accounting and banking for the entity. NAME: Generations Outdoors POSITION: Member NATURE: Real estate INVESTMENT RELATED: No NUMBER OF HOURS: 0-5 SECURITIES TRADING HOURS: 0 START DATE: 6/10/2025 ADDRESS: 2251 Westfield Rd. Trenton, MI 48183 DESCRIPTION: Holding Company for real estate owned by members of my family for personal recreational use.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-22 |
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