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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St. Paul | MN | 05/2019 | 10/2019 |
| Wealth Strategies Financial Group | Southfield | MI | 05/2019 | 09/2019 |
| Securian Financial Services, Inc. | St Paul | MN | 05/2019 | 09/2019 |
| Orkin Pest Control | Lansing | MI | 02/2017 | 02/2019 |
| Terminix | Lansing | MI | 07/2016 | 01/2017 |
| Jpmorgan Chase Bank, N.A. | Okemos | MI | 11/2020 | 09/2021 |
| J.P. Morgan Securities Llc | Okemos | MI | 11/2020 | 09/2021 |
| Huntington National Bank | Jackson | MI | 03/2020 | 11/2020 |
| Seva | Ann Arbor | MI | 10/2019 | 03/2020 |
| The Pointe Bar & Grill | Clarklake | MI | 03/2019 | 12/2019 |
| Texas Roadhouse | Jackson | MI | 12/2018 | 01/2019 |
| Fidelity Investments | Jackson | MI | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-22 |
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