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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-03 |
| MI | RA | APPROVED | 2024-09-16 |
Branch Locations
8121 Trillium Circle Ave, Grand Blanc, MI 48439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Swartz Creek | MI | 03/2021 | 09/2024 |
| Grand Blanc High School | Grand Blanc | MI | 01/2011 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Blanc | MI | 09/2024 | Present |
| Northwood University | Grand Blanc | MI | 08/2018 | 08/2021 |
| Devos Graduate School | Grand Blanc | MI | 08/2021 | 12/2022 |
| Warwick | Grand Blanc | MI | 05/2016 | 05/2020 |
| Merrill Lynch | Grand Blanc | MI | 07/2020 | 09/2020 |
| Brsi Retirement Solutions | Swartz Creek | MI | 01/2021 | 08/2024 |
| Bank Of America, N.A. | Grand Blanc | MI | 09/2024 | Present |
I*4165274, Entity Type Not for profit, Name of OBA: Michigan Business Brokers Association Address: NorthvilleMichigan48167 Investment Related: No Position, Title, Association: Member Employee Start Date: 04/02/2026 No Hours: 2 Monthly No Hours during trading: 1 Monthly Duties: Show up to a meeting 1x/month. The association gets together on a monthly basis to discuss encounters that involve sales of businesses and what was done to prep the sale/help the sale. I would like to try and network with the association to get involved with groups that are directly involved with business liquidation events to potentially gather assets.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-01 |
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