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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-26 |
Branch Locations
39001 W 12 Mile Rd, Farmington Hills, MI 48331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sgh Wealth Management | Lathrup Village | MI | 05/2022 | 11/2025 |
| Key Management Group | Troy | MI | 05/2021 | 04/2022 |
| Rackham Golf Course | Huntington Woods | MI | 05/2020 | 12/2020 |
| Akron Rubberducks | Akron | OH | 05/2019 | 09/2019 |
| Biggby Coffee | Dewitt | MI | 09/2018 | 04/2019 |
| Meijer Distribution Center | Grand Rapids | ME | 05/2017 | 08/2017 |
| Michigan State University | East Lansing | MI | 12/2020 | 05/2021 |
| Michigan State University | East Lansing | MI | 08/2019 | 05/2020 |
| Catholic University Of America | Washington Dc | DC | 08/2017 | 09/2018 |
| Forest Hills Northern High School | Grand Rapids | MI | 07/2014 | 05/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2026 | 06/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2026 | 06/2026 |
| Rws Financial Group | Farmington Hills | MI | 02/2026 | 06/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington Hills | MI | 06/2026 | Present |
| Bank Of America, N.A. | Farmington Hills | MI | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-24 |
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