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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-11 |
Branch Locations
2015 Walton Blvd., Rochester Hills, MI 48309 • 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 |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Huntington Woods | MI | 03/2016 | 09/2018 |
| Jp Morgan Chase Bank | Huntington Woods | MI | 03/2016 | 09/2018 |
| Bank Of America N.A. | Troy | MI | 09/2018 | 04/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 09/2018 | 04/2023 |
| Infinex Investments, Inc. | Meriden | CT | 04/2023 | 01/2024 |
| Flagstar Bank | Troy | MI | 04/2023 | 11/2024 |
| Lpl Financial | Troy | MI | 02/2024 | 11/2024 |
| First Merchants Investment Services | Bloomfield Hills | MI | 12/2024 | 11/2025 |
| Cetera Investment Advisers Llc | Bloomfield Hills | MI | 12/2024 | 11/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 12/2024 | 11/2025 |
| Pnc Wealth Management | Rochester Hills | MI | 12/2025 | Present |
January 2016/ Officer/ Great Lakes Bowling/ Non-investment related/0 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-11 |
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