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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-10 |
| MI | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank, Ssb | Troy | MI | 08/2021 | 10/2022 |
| Regent University | Virginia Beach | VA | 01/2016 | 05/2017 |
| Cadaret Grant & Co., Inc. | Bingham Farms | MI | 10/2022 | 07/2024 |
| Charles Schwab And Co., Inc. | Troy | MI | 04/2020 | 08/2021 |
| Fidelity Investments | Ann Arbor | MI | 08/2024 | Present |
| Homemaker | Wixom | MI | 06/2017 | 03/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-132916|OrgNmn:Unruly Saint LLC|Org Addr:Troy,Michigan,US|OBA Nature:Online tee shirt shop|Invst Rel:N|Title:Sole Proprietor|Duties:Design tees; maintain website|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-02 |
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