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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-12-19 |
Branch Locations
2373 Oak Valley Drive Suite 140, Ann Arbor, MI 48103 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Southfield | MI | 10/2018 | 02/2020 |
| Mml Investors Services | Southfield | MI | 11/2018 | 02/2020 |
| Biomeme Inc. | Philadelphia | PA | 08/2016 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ann Arbor | MI | 03/2020 | 07/2021 |
| Commonwealth Of Pennsylvania | Philadelphia | PA | 01/2017 | 08/2018 |
| Bank Of America N.A. | Ann Arbor | MI | 04/2020 | 07/2021 |
| Mercer Global Advisor Inc. | Ann Arbor | MI | 12/2022 | Present |
| Vintage Financial Services, Llc | Ann Arbor | MI | 08/2021 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-27 |
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