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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-04-15 |
| TX | RA | APPROVED | 2025-04-15 |
Branch Locations
3515 S Baldwin Rd, Orion Township, MI 48359 • United States
339 S Main St, Rochester, MI 48037 • United States
2155 W. Big Beaver Rd Floor 3, Troy, MI 48084 • United States
2155 W Big Beaver Rd, Floor 03, Troy, MI 48084 • United States
3989 Crooks Rd, Rochester Hills, MI 48309 • United States
40880 Dequindre Fl. 1, Sterling Heights, MI 48310-1763 • United States
10083 Highland Rd, Hartland, MI 48353 • United States
6670 Dixie Hwy, Clarkston, MI 48346 • United States
2450 N Opdyke, Auburn Hills, MI 48326 • United States
761 South Ortonville Road, Ortonville, MI 48462 • United States
2411 West Hill Road, Flint, MI 48507 • United States
4750 Dixie Hwy, Waterford, MI 48329 • United States
7007 Highland Road, Waterford, MI 48327 • United States
1261 Baldwin Ave, Pontiac, MI 48340 • United States
5541 Sashabaw Road, Clarkston, MI 48346 • United States
2155 W Big Beaver Rd, Troy, MI 48084 • United States
339 S Main Street, Rochester, MI 48307 • United States
18100 W Eleven Mile, Lathrup Village, MI 48076 • United States
2886 E Highland Road, Highland, MI 48356 • United States
860 N Lapeer Rd, Oxford, MI 48371 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Impactfirst, Llc | Royal Oak | MI | 06/2018 | 11/2018 |
| Gingras Global | Auburn Hills | MI | 09/2016 | 07/2018 |
| Patrick Capital Markets, Llc | Saint Louis | MO | 08/2018 | 10/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saginaw | MI | 10/2019 | 03/2025 |
| Chemical Bank | Troy | MI | 10/2018 | 10/2019 |
| Bank Of America, N.A. | Saginaw | MI | 10/2019 | 03/2025 |
| J.P. Morgan Securities Llc | Troy | MI | 04/2025 | Present |
| Patrick Capital | Royal Oak | MI | 08/2018 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-27 |
| S65 | Uniform Investment Adviser Law Examination | 2018-08-11 |
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