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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-21 |
| MI | RA | APPROVED | 2026-02-10 |
Branch Locations
201 W Big Beaver Road Suite 300, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Rochester | MI | 08/2025 | Present |
| Ashford Inc. | Dallas | TX | 09/2023 | 07/2025 |
| Baylor Business Fellows | Waco | TX | 01/2019 | 05/2022 |
| Hilti North America | Plano | TX | 06/2022 | 09/2023 |
| Hilti North America | Plano | TX | 05/2021 | 07/2021 |
| William Roberts & Associates | Troy | MI | 09/2016 | 05/2021 |
| Unemployed | Rochester | MI | 12/2015 | 09/2016 |
| Equitable Advisors, Llc | New York | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-20 |
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