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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-03 |
| TX | RA | APPROVED | 2026-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2019 | 06/2020 |
| Quicken Loans Inc. | Detroit | MI | 06/2017 | 09/2018 |
| Michigan State University | East Lansing | MI | 08/2013 | 05/2017 |
| Unemployed | Macomb | MI | 05/2017 | 06/2017 |
| Unemployed | Macomb | MI | 09/2018 | 02/2019 |
| Olson Dental Laboratory | Clinton Twp | MI | 12/2016 | 12/2016 |
| Olson Dental Laboratory | Clinton Twp | MI | 01/2017 | 03/2017 |
| Rocket Mortgage Llc | Detroit | MI | 06/2020 | 01/2023 |
| Unemployed | Royal Oak | MI | 01/2023 | 03/2023 |
| Allstate Financial Services | Royal Oak | MI | 03/2023 | 10/2023 |
| Fidelity Investments | Westlake | TX | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-12 |
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