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8350 Broad St Suite 240, Mclean, VA 22102-5150 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vest Financial | Mclean | VA | 04/2026 | Present |
| Morgan Stanley | Bloomfield Hills | MI | 10/2018 | 09/2019 |
| Varsity Shop Training Center | Bloomfield Hills | MI | 08/2015 | 12/2020 |
| United Shores Professinal Baseball League | Utica | MI | 05/2016 | 09/2017 |
| Alps Distributors, Inc. | Denver | CO | 09/2019 | 04/2026 |
| Clarkston Capital Partners, Llc | Rochester | MI | 09/2019 | 03/2024 |
| Clarkston Capital Partners, Llc. | Rochester | MI | 03/2024 | 04/2026 |
| Vest Securities Llc | Mclean | VA | 05/2026 | Present |
1. CFA Society Detroit - 525 E. Michigan Avenue, #409, Saline, MI 48176. Board Member- help with member engagement and event planning; since 06/01/2025; no compensation and not investment related. Approx. 10 hours monthly of which 2 hours are during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-22 |
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