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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-15 |
| TX | RA | APPROVED | 2026-06-15 |
Branch Locations
33533 W Twelve Mile Rd Suite 100, Farmington Hills, MI 48331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Dearborn | MI | 01/2011 | 03/2019 |
| Bank Of America, N.A. | Dearborn | MI | 07/2011 | 03/2019 |
| Td Ameritrade | Novi | MI | 04/2019 | 01/2021 |
| E*Trade Securities Llc | Farmington Hills | MI | 03/2021 | 01/2022 |
| E*Trade Capital Management Llc | Farmington Hills | MI | 03/2021 | 01/2022 |
| E*Trade Securities Llc | Birmingham | MI | 01/2022 | 08/2023 |
| E*Trade Capital Management Llc | Birmingham | MI | 01/2022 | 08/2023 |
| Morgan Stanley | Ann Arbor | MI | 03/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2023 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2026 | Present |
| Cetera Investment Advisors Llc | Farmington Hills | MI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-06 |
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