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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-14 |
| MI | RA | APPROVED | 2025-05-08 |
Branch Locations
777 E Eisenhower Pkwy, Ann Arbor, MI 48108 • United States
39577 Woodward Ave Pbig - Troy, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Ann Arbor | MI | 11/2012 | 04/2017 |
| Charles Schwab Bank | Ann Arbor | MI | 03/2014 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 04/2017 | 03/2022 |
| Bank Of America, N.A. | Troy | MI | 06/2017 | 03/2022 |
| Morgan Stanley | Rochester | MI | 04/2022 | 04/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-14 |
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