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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
100 Howe Drive, Covington, KY 41015-5000 • United States
30200 Northwestern Hwy, Farmington, MI 48334-3296 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Performance Driven Workforce | Dearborn | MI | 12/2016 | 12/2016 |
| Performance Driven Workforce | Dearborn | MI | 02/2017 | 02/2017 |
| Mcm Staffing | Madison Heights | MI | 02/2017 | 03/2017 |
| Citizens Bank | Canton | MI | 03/2017 | 10/2017 |
| Banker'S Life | Livonia | MI | 08/2016 | 09/2016 |
| Citizens Securities, Inc | Canton | MI | 03/2017 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington Hills | MI | 10/2019 | 11/2021 |
| Hanley Harper Group | Oak Park | MI | 09/2017 | 08/2018 |
| Unemployed | Riverdale | MD | 09/2018 | 04/2019 |
| Pnc Bank | Ann Arbor | MI | 05/2019 | 10/2019 |
| Bank Of America, N.A. | Farmington Hills | MI | 11/2019 | 11/2021 |
| Fidelity Investments | Covington | KY | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-09 |
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