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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-17 |
| MI | RA | APPROVED | 2024-03-06 |
Branch Locations
2748 S Adams Rd, Rochester Hills, MI 48309 • United States
26700 W 12 Mile Rd, Southfield, MI 48034 • United States
3700 W Maple Rd, Bloomfield Hills, MI 48301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial Services | Southfield | MI | 04/2016 | 09/2017 |
| Cig Risk Management | Southfield | MI | 10/2018 | 11/2020 |
| Cig Asset Management | Southfield | MI | 10/2018 | 11/2020 |
| Cig Securities, Inc. | Southfield | MI | 10/2018 | 11/2020 |
| Cig Capital Advisors | Southfield | MI | 10/2018 | 11/2020 |
| Doherty Search Partners | Bloomfield Hills | MI | 10/2017 | 10/2018 |
| Johnson Investment Counsel, Inc. | Cincinnati | OH | 11/2020 | 08/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Auburn Hills | MI | 08/2023 | Present |
| Bank Of America N.A. | Auburn Hills | MI | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-06 |
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