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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-04-28 |
Branch Locations
27755 Stansbury Blvd. Ste 150, Farmington Hills, MI 48334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Northville | MI | 07/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Northville | MI | 11/2016 | 04/2023 |
| Summit Financial, Llc | Parsippany | NJ | 04/2023 | Present |
(1) TAPESTRI, NOT INV RELATED, NAPERVILLE, IL, AFFILIATE, START 9/2021, 5 HRS PER MONTH, 0 HRS DURING TRADING, CELL PHONE DATE INFORMATION; NO DUTIES, OCCASIONAL OPTIONAL CONFERENCE CALLS TO LEARN ABOUT NEW UPRADES TO THE APP. WEBSITE: https://tapestri.io (2) DOORDASH, NOT INV RELATED, 15261 NORTHFIELD BLVD, OAK PARK, MI 48237; PT DASHER, START 9/2022, 20 HOURS PER MONTH, ZERO HOURS DURING TRADING, DELIVERY OF FOOD AND GROCERIES.(3) EMPOWERED MINDS, INC., NOT INV RELATED, EXCLUSIVELY CHARITABLE/CIVIC; 3334 ROCHESTER ROAD, STE 115, TROY, MI 48083; ORGANIZATION FOCUSED ON YOUTH MENTORING WITH AN EMPHASIS ON LIFE SKILLS COACHING AND PERSONAL DEVELOPMENT; MS. STAMPS IS THE SECRETARY OF THE ORG; DUTIES INCLUDE ASSISTING WITH PROGRAM DEVELOPMENT, BUILDING PARTNERSHIPS WITH YOUTH GROUP LEADERSHIP WHO COUL USE THEIR PROGRAMMING ACTIVITIES AND DELIVER PROGRAMMING. WEBSITE: https://empoweredmindsinc.org (3) MicroMissions; Not-investment related; Position: Vice President, volunteer basis: Duties: support the leadership team/board administratively while promoting our mission, fundraising to meet immediate and long-term needs, develop processes for meeting mission objectives to support youth and other underserved populations both locally and internationally; This activity is exclusively charitable and civic work and has tax exempt status. Nature of Business: The nature of this organization is to raise and provide humanitarian aid, community development programs and relief services for individuals and communities experiencing poverty, displacement or crisis. We work to advance educational and vocational opportunities for youth and other underserved populations through mentorship, skills training and microenterprise initiatives. Additionally, we support local and international outreach missions purposed to uplift health, environmental stewardship, housing equity and spiritual growth, collaborating with individuals, institutions and other organizations to promote restorative justice, civic engagement and sustainable development at the grassroots level; Facebook page - MicroMissions; Address: 414 West Ridgeway Ave., Flint, MI 48505; Start: January, 2024; 10-15 hours per month devoted to this activity; 0 hours during securities trading hours. (4) Jackson 6750, LLC: Owner and President; Investment-related; Nature of Business: Purchased an investment property for rental purposes and put the property in the name of this newly established, LLC. Address: 15261 Northfield Blvd., Oak Park, MI 48237; Duties: Maintain property, maintain administrative records; maintain rental license with the City of Warren; collect rent; ensure property remains rented; Start: 9/1/2025; 10 hrs. month devoted to this outside activity; 0 hrs. during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-10 |
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