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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-26 |
| MI | RA | APPROVED | 2023-01-24 |
Branch Locations
39001 W 12 Mile Rd, Farmington Hills, MI 48331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial Services | Bay City | MI | 05/2019 | 03/2020 |
| Bay Area Family Ymca | Bay City | MI | 11/2018 | 11/2022 |
| Richard Devos Graduate School | Midland | MI | 05/2016 | 08/2018 |
| Pruco Securities Llc | Saginaw | MI | 06/2020 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington Hills | MI | 11/2022 | Present |
| Unemployed | Essexville | MI | 08/2018 | 11/2018 |
| United Wholesale Mortgage | Pontiac | MI | 04/2021 | 11/2022 |
| Bank Of America, N.A. | Farmington Hills | MI | 01/2023 | Present |
I* 1686319For profit or not for profit: Entity For ProfitName of outside business organization: RoverInvestment related: noAddress of business: Southfield, MI, 48076Nature of business: Limited Liability CompanyPosition, title, association: EmployeeStart date of relationship: 02/10/2024Number of hours devoted: 3 weeklyNumber of hours devoted during trading hours: 0Duties: Dog walking and sitting in my free time, Primarily weekends I*3759294 Entity Type: N/A Name of OBA: Walled Lake Western Varsity Baseball Address: Commerce Township, Michigan, 48390 Investment Related: No Position, Title, Association: Employee,Other Employee Start Date: 03/16/2026 Number of Hours: 15, Weekly Number of Hours during trading: 0, Weekly Duties: Varsity Baseball Pitching Coach Running the start and end of practices, drill work, player development, throwing batting practice, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-23 |
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