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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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108-3349 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Mckinney | TX | 08/2021 | 02/2023 |
| Washtenaw Community College | Ann Arbor | MI | 01/2011 | 03/2023 |
| Collin College | Mckinney | TX | 01/2018 | 08/2021 |
| Fidelity Investments | Ann Arbor | MI | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-97177|OrgNmn:Washtenaw Community College|Org Addr:Ann Arbor,Michigan,US|OBA Nature:2 year college|Invst Rel:N|Title:Adjunct Instructor|Duties:teach online freshman earth science|StrtDt:01-10-11|TotHrs/mon:30|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-12 |
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