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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Shelby Township, MI • United States
44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Grosse Pointe Farms | MI | 01/2019 | 03/2019 |
| L George's Coney Island | Westland | MI | 05/2017 | 12/2018 |
| Resource Group | Sterling Heights | MI | 02/2017 | 05/2017 |
| Hollywood Coney Island | Detroit | MI | 08/2012 | 02/2017 |
| J.P. Morgan Securites Llc | Grosse Pointe Farms | MI | 01/2019 | 03/2019 |
| Fidelity Brokerage Services | Troy | MI | 04/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-15 |
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