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Sterling Heights, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bdo Usa | Troy | MI | 01/2015 | 09/2017 |
| Sun Communities | Southfield | MI | 10/2017 | 03/2019 |
| Conifer Insurance | Birmingham | MI | 03/2019 | 10/2019 |
| Fca Usa | Auburn Hills | MI | 10/2019 | 09/2020 |
| Rocket Companies | Detroit | MI | 10/2020 | Present |
| Wealthy Intentions L.L.C., D.b.a. Wealthy Intentions | Sterling Heights | MI | 09/2020 | Present |
Name: Rocket Companies Investment-related: Yes Address of the other business: Nature of the other business: Position: Senior External Reporting Analyst Start date: 10/2020 Approximate number of hours/month: 160 hours/month Number of hours you devote to the other business during securities trading hours: 160/month Duties relating to the other business: External reporting related to SEC Filings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-22 |
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