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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 |
Branch Locations
10811 S Saginaw St, Grand Blanc, MI 48439-2706 • United States
100 Howe Drive, Covington, KY 41015-5000 • United States
Village Of Clarkston, MI • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2020 | 06/2020 |
| Apple Mountain Country Club | Freeland | MI | 05/2015 | 10/2016 |
| Unemployed | Saginaw | MI | 10/2016 | 05/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2020 | 03/2022 |
| Fidelity Investments | Saginaw | MI | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-31 |
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