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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
500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108-3349 • United States
Brownstown, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 09/2011 | 12/2019 |
| Fidelity Brokerage Services Llc | Ann Arbor | MI | 12/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-93472|OrgNmn:A & J Real Estate Management LLC|Org Addr:Brownstown,Michigan,US|OBA Nature:Keeping LLC in preparation for|Invst Rel:Y|Title:Partner|Duties:Maintain property|StrtDt:12-01-22|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-25 |
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