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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-16 |
| MI | RA | APPROVED | 2025-03-31 |
Branch Locations
500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108-3349 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2019 | 11/2023 |
| General Electric | Vanburen | MI | 07/2010 | 07/2019 |
| Fidelity Investments | Ann Arbor | MI | 11/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-120616|OrgNmn:Sea and Land Escapes LLC|Org Addr:Ann Arbor,Michigan,US|OBA Nature:Travel Advisor|Invst Rel:N|Title:Independent Contractor|Duties:Curate and book travel (vacations) for friends and family|StrtDt:09-08-25|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-12 |
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