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10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-08-26 |
Branch Locations
111 E. Merrill St., Suite 400, Birmingham, MI 48009 • United States
10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 11/2019 | 12/2020 |
| Cannon Financial Strategists, Inc. | Athens | GA | 01/2018 | 11/2019 |
| Blasingame, Burch, Garrard And Ashley | Athens | GA | 03/2017 | 01/2018 |
| Hotel Indigo | Athens | GA | 10/2016 | 06/2017 |
| Above Barre | Athens | GA | 02/2016 | 11/2016 |
| Bank Of America, N.A. | Troy | MI | 02/2020 | 12/2020 |
| Morgan Stanley | Farmington Hills | MI | 12/2020 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Athens | GA | 05/2021 | 08/2025 |
| Arax Advisory Partners, Llc | Birmingham | MI | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-28 |
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