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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trifound Financial | Kalamazoo | MI | 04/2013 | 06/2019 |
| Oppenheimer & Co | Birmingham | MI | 07/2019 | Present |
MEMBER:NON-INVESTMENT RELATED-BREAKFAST NETWORKING GROUP/APPROX. 3-5 HRS/MO OUTSIDE OF TRADING HOURS. STARTED 2/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-20 |
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