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3707 W. Maple Rd Ste 201, Bloomfield Hills, MI 48301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-29 |
| MI | RA | APPROVED | 2024-07-16 |
| TX | RA | APPROVED | 2024-07-12 |
Branch Locations
3707 W. Maple Rd Ste 201, Bloomfield Hills, MI 48301 • United States
3707 W Maple Rd Ste 201, Bloomfield Hills, MI 48301-3204 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Eagle Outfitters | Novi | MI | 01/2017 | 08/2017 |
| Starbucks | Bryn Mawr | PA | 06/2018 | 06/2019 |
| Risk Confidence Group | Ponte Vedra Beach | FL | 01/2021 | 04/2021 |
| Bryn Mawr College | Bryn Mawr | PA | 04/2020 | 10/2020 |
| Plante Moran | Southfield | MI | 06/2021 | 08/2021 |
| Capital Group - American Funds Distributors, Inc. | Carmel | IN | 08/2021 | 09/2022 |
| Unemployed | Milford | MI | 09/2011 | 01/2017 |
| Bryn Mawr College | Bryn Mawr | PA | 09/2017 | 05/2021 |
| Capital Group - American Funds Distributors, Inc. | San Antonio | TX | 09/2022 | 06/2023 |
| Capital Group - American Funds Distributors, Inc. | San Antonio | TX | 06/2023 | 07/2024 |
| Gregory J. Schwartz & Co., Inc. | Bloomfield Hills | MI | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-16 |
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