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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-03 |
Branch Locations
33533 W Twelve Mile Rd Suite 100, Farmington Hls, MI 48331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Auburn Hills | MI | 02/2011 | 11/2017 |
| Bank Of America, N.A. | Auburn Hills | MI | 03/2017 | 11/2017 |
| Wells Fargo Clearing Services Llc | Birmingham | MI | 11/2017 | 02/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 02/2025 | Present |
| Cetera Investment Advisers Llc | Farmington Hls | MI | 02/2025 | Present |
1. SUCCESSOR TRUSTEE FOR RALPH AND PHYLLIS TOWNSEND TRUST.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-15 |
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