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301 W Michigan Ave, Ste 407, Ypsilanti, MI 48197 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-05 |
Branch Locations
301 W Michigan Ave, Ste 407, Ypsilanti, MI 48197 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Consolidated Schools | Ypsilanti | MI | 10/2017 | 06/2025 |
| Fidelity Investments | Lansing | MI | 07/2025 | 10/2025 |
| Eastern Michigan University | Ypsilanti | MI | 06/2016 | 12/2021 |
| Lincoln Consolidated Schools | Ypsilanti | MI | 08/2022 | 08/2024 |
| Thivent Financial | Appleton | WI | 09/2024 | 07/2025 |
| Which Which Superior Sandwiches | Ann Arbor | MI | 09/2016 | 10/2017 |
| Millennium Personal Finance | Ypsilanti | MI | 11/2025 | Present |
| Simplicity Investments | Summit | NJ | 04/2026 | Present |
1.) MILLENNIUM PERSONAL FINANCE - 11/1/25 - 301 W Michigan Avenue, Ypsilanti, MI 48197 - Senior Partner, Financial planning practice & lead of the company tax team, Invt Rel, Financial planning business, 160 hrs/mo; 80 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-08 |
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