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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
West Bloomfield, MI • United States
30200 Northwestern Hwy, Farmington, MI 48334-3296 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington Hills | MI | 01/2011 | 11/2016 |
| Bank Of America, N.A. | Farmington Hills | MI | 01/2011 | 12/2016 |
| Fidelity Brokerage Services Llc | Farmington | MI | 01/2017 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-103988|OrgNmn:Lawn Pride of Bloomfield |Org Addr:West Bloom,Michigan,US|OBA Nature:Lawn Care Service|Invst Rel:N|Title:Partner |Duties:Help with sales training for our employees and marketing for my husband's company|StrtDt:01-03-24|TotHrs/mon:3|TrdHrs/mon:1|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-09 |
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