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10775 South Saginaw Bldg C, Suite F, Grand Blanc, MI 48439 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-01-10 |
Branch Locations
10775 South Saginaw Bldg C, Suite F, Grand Blanc, MI 48439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington Hills | MI | 09/2014 | 05/2021 |
| Bank Of America, N.A. | Farmington Hills | MI | 09/2014 | 05/2021 |
| J.P. Morgan Securities Llc | West Bloomfield | MI | 05/2021 | 12/2022 |
| Jp Morgan Chase Bank, N.A. | West Bloomfield | MI | 05/2021 | 12/2022 |
| Mainstay Capital Management, Llc | Grand Blanc | MI | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-22 |
| S66 | Uniform Combined State Law Examination | 2005-09-30 |
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