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Dillon Lee Haviland

Bloom Advisors

Farmington Hills, MI

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Current Employers
Bloom Advisors

31275 Northwestern Hwy Suite 145, Farmington Hills, MI 48334-2531 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-04-21
  • MI RA
    APPROVED
    Since 2026-04-21

Branch Locations

31275 Northwestern Hwy Suite 145, Farmington Hills, MI 48334-2531 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Huntington National Bank Ypsilanti MI 11/2017 09/2018
Unemployed Ann Arbor MI 08/2017 10/2017
Planet Fitness Kalamazoo MI 09/2016 08/2017
Morgan Stanley Private Bank, N.A. Ann Arbor MI 10/2018 04/2019
Jpmorgan Chase Bank Na Nashville TN 09/2019 10/2021
Unemployed Nashville TN 06/2019 09/2019
Td Ameritrade Nashville TN 11/2021 12/2022
Unemployed Ann Arbor MI 05/2019 06/2019
Charles Schwab And Co., Inc. Nashville TN 12/2022 03/2023
Tbh Global Asset Management, Llc Brentwood TN 04/2023 03/2026
Bloom Advisors Farmington Hills MI 04/2026 Present
  • 11/2017 → 09/2018
    Huntington National Bank
    Ypsilanti, MI
  • 08/2017 → 10/2017
    Unemployed
    Ann Arbor, MI
  • 09/2016 → 08/2017
    Planet Fitness
    Kalamazoo, MI
  • 10/2018 → 04/2019
    Morgan Stanley Private Bank, N.A.
    Ann Arbor, MI
  • 09/2019 → 10/2021
    Jpmorgan Chase Bank Na
    Nashville, TN
  • 06/2019 → 09/2019
    Unemployed
    Nashville, TN
  • 11/2021 → 12/2022
    Td Ameritrade
    Nashville, TN
  • 05/2019 → 06/2019
    Unemployed
    Ann Arbor, MI
  • 12/2022 → 03/2023
    Charles Schwab And Co., Inc.
    Nashville, TN
  • 04/2023 → 03/2026
    Tbh Global Asset Management, Llc
    Brentwood, TN
  • 04/2026 → Present
    Bloom Advisors
    Farmington Hills, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-20
  • S66 Uniform Combined State Law Examination
    2018-12-20
Designations
Other Names
  • Dillon Lee Haviland
  • Dillon Haviland

View on SEC IAPD

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