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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-09 |
| MI | RA | APPROVED | 2023-11-10 |
Branch Locations
385 S. Eton Street, Birmingham, MI 48009 • United States
85 Broad Street 22Nd Floor, New York, NY 10004 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Grosse Pointe | MI | 05/2023 | 11/2023 |
| Jpmorgan Chase Bank, N.A. | Grosse Pointe | MI | 05/2023 | 11/2023 |
| Morgan Stanley | Birmingham | MI | 06/2021 | 05/2023 |
| Caretaker | Clawson | MI | 02/2021 | 06/2021 |
| Comerica Bank | Bloomfield Hills | MI | 12/2018 | 02/2021 |
| Comerica Securities, Inc | Bloomfield Hills | MI | 12/2018 | 02/2021 |
| Quicken Loans | Detroit | MI | 06/2018 | 12/2018 |
| Equity Services, Inc. | Montpelier | VT | 10/2017 | 06/2018 |
| National Life Group | Southfield | MI | 10/2017 | 06/2018 |
| Preferred Planning Partners | Troy | MI | 10/2017 | 06/2018 |
| Innovative Investment Services/ Malloch Capital Management | Novi | MI | 10/2014 | 10/2017 |
| Cetera Advisors Llc | Bloomfield Hills | MI | 10/2014 | 10/2017 |
| Reaching Higher Inc | Brighton | MI | 01/2023 | Present |
| Oppenheimer & Co. Inc | Birmingham | MI | 11/2023 | Present |
1. ENTITY NAME: REACHING HIGHER INC/INVESTMENT RELATED: NO/ADDRESS: 508 E. GRAND RIVER AVE, BRIGHTON, MI 48116 HTTPS://REACHINGHIGHERINC.ORG//NATURE OF BUSINESS: EDUCATIONAL POSITION/TITLE/RELATIONSHIP: EMPLOYEE/CONTRACTOR /START DATE: 9/7/2023./APPROXIMATE # OF HOURS A WEEK: 0-3/APPROXIMATE # OF HOURS DURING SECURITIES TRADING HOURS: 0/DUTIES: FACILITATOR OF 8 WEEK LEADERSHIP COURSE TO MIDDLE SCHOOL AND HIGH SCHOOL STUDENTS. N/A TO OPPENHEIMER ROLE 2. THE DAWNING LOTUS, LLC. HEALTH & WELLNESS CENTER. PROVIDES MEDITATION REIKI, YOGA, LIFE COACHING. SOLE MEMBER/OWNER. APPROX. NUMBER OF HOURS MONTH= 16-20 NON-BUSINESS HOURS/TRADING HRS. START DATE 8/8/2025. LLC LOCATED AT MY RESIDENCE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-29 |
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