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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| MI | RA | APPROVED | 2019-11-12 |
Branch Locations
2950 West Square Lake Road Suite 102, Troy, MI 48098 • United States
Frankenmuth, MI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Fort Gratiot | MI | 02/1990 | 03/2017 |
| Mml Investors Services, Llc | Troy | MI | 03/2017 | 11/2019 |
| Mass Mutual Life Insurance Company | Troy | MI | 07/2016 | 11/2019 |
| Commonwealth Financial Network | Waltham | MA | 11/2019 | Present |
| Center For Wealth Management | Troy | MI | 11/2019 | Present |
1. Fixed insurance sales; as of 11/01/2019; 10% of time spent during business hours; Conducted at branch location; Investment related. 2.Owner of vacant land located in Dayton Township, MI of which land is rented to local farmer and hunting rights leased to third party; As of 07/1996; 0% time spent during regular business hours; Not conducted at branch; Investment related. 3. Co-Owner of rental property located in Frankenmuth, MI, as of 02/01/2022; 0% of time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-09-28 |
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