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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-18 |
Branch Locations
5480 Corporate Drive, Suite 100, Troy, MI 48098 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Investment Counselors | Northville | MI | 05/2017 | 09/2019 |
| Central Michigan University | Mount Pleasant | MI | 08/2013 | 08/2017 |
| Sigma Investment Counselors | Northville | MI | 05/2019 | 07/2023 |
| J.P. Morgan Securities Llc | Birmingham | MI | 11/2023 | 06/2025 |
| Jpmorgan Chase Bank, N.A. | Birmingham | MI | 11/2023 | 06/2025 |
| Unemployed | Shelby Township | MI | 08/2023 | 10/2023 |
| Sequoia Financial Group, Llc | Akron | OH | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-12-18 |
| S65 | Uniform Investment Adviser Law Examination | 2018-10-13 |
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