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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-17 |
Branch Locations
One Woodward Ave., Ste 1500, Detroit, MI 48226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Troy | MI | 09/2021 | 04/2022 |
| New American Funding | Novi | MI | 04/2019 | 08/2021 |
| Shinola | Detroit | MI | 10/2018 | 04/2019 |
| Quicken Loans | Detroit | MI | 12/2017 | 10/2018 |
| Blue Cross Blue Shield Of Michigan | Detroit | MI | 05/2017 | 12/2017 |
| Enakar Airbnb Llc | Detroit | MI | 01/2020 | 09/2023 |
| Wayne State Univeristy | Detroit | MI | 08/2012 | 05/2017 |
| Verity Wealth Partners | Detroit | MI | 06/2022 | 09/2023 |
| Fidelity Investments | Ann Arbor | MI | 09/2023 | 10/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 10/2025 |
| M Holdings Securities, Inc. | Portland | OR | 10/2025 | Present |
| Lovasco Consulting Group | Detroit | MI | 10/2025 | Present |
1) OBA-102769|OrgNmn:Doordash|Org Addr:Detroit ,Michigan,US|OBA Nature:Driver|Invst Rel:N|Title:Independent Contractor|Duties:Driver |StrtDt:08-01-23|TotHrs/mon:8|TrdHrs/mon:0| 2) Enakar Air Bnb L.L.C.; Detroit, MI; Rental property; Investment related; Owner; Managing operations of the rental property; 1/31/2020; 72 ho/mo; 6 ho/mo during trading hours. 3) Shiv Enakar; Detroit, MI; Not investment related; Seller; Listing and selling of sports and concert tickets; 10/09/2023; 2 ho/mo; 0 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-09 |
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