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1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-18 |
Branch Locations
Imlay City, MI • United States
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington Investment Company | Clinton Township | MI | 06/2016 | 08/2018 |
| Fifth Third Securities, Inc. | Troy | MI | 08/2018 | 01/2020 |
| Cetera Investment Services Llc | Port Huron | MI | 01/2020 | 10/2021 |
| Huntington Financial Advisors | Grand Blanc | MI | 10/2021 | 04/2022 |
| Cetera Investment Advisers Llc | Port Huron | MI | 01/2020 | 10/2021 |
| Huntington Financial Advisors | Clinton Township | MI | 06/2016 | 08/2018 |
| Pnc Investments | Romeo | MI | 04/2022 | 01/2024 |
| Edward Jones | St. Louis | MO | 01/2024 | 09/2024 |
| Goodland Township Fire Department | Imlay City | MI | 08/2019 | Present |
| Mdrn Capital, Llc | Imlay City | MI | 09/2024 | Present |
| Southern New Hampshire University | Imlay City | MI | 08/2018 | Present |
Insurance Sales; Investment-related; Same Address; Individual Capacity; Approximately 10% of time during the month. Southern New Hampshire University; Not investment-related; Same address; Education; Adjunct Professor; Since 08/2018; Approximately 10% of time per month; Teach finance related courses Goodland Township Fire Department; Not investment-related; 2374 Van Dyke Imlay City, MI 48444; Fire Department; Assistant Chief; Since 08/2019; Less than 10% of time per month; Firefighting Holly Nicole Photo; Not investment-related; Same address; Photography Company; Owner; Since 01/2008; No time per month; Passive ownership
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-17 |
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