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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 |
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
5101 Levis Commons Blvd, Perrysburg, OH 43551-7146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Imlay City | MI | 08/2020 | 07/2022 |
| Rose Street Advisors | Kalamazoo | MI | 05/2019 | 08/2020 |
| M&M Stone And Tile | Kalamazoo | MI | 11/2017 | 05/2019 |
| Student-Western Michigan University | Kalamazoo | MI | 09/2016 | 11/2017 |
| Adamczyk Electric | Marlette | MI | 04/2015 | 09/2016 |
| Fidelity Investments | Grand Blanc | MI | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-04 |
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