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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-10-27 |
| TX | RA | APPROVED_RES | 2020-10-27 |
Branch Locations
38505 Woodward Ave Suite 150, Bloomfield Hills, MI 48304-5096 • United States
Rochester, MI • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Farmington Hills | MI | 08/2011 | 10/2020 |
| Rbc Capital Markets, Llc | Bloomfield Hills | MI | 10/2020 | Present |
| City National Bank | Bloomfield Hills | MI | 10/2020 | Present |
(1) NAME OF ENTITY: The Detroit Athletic Club ADDRESS: 241 madison st.detroit, michigan, 48226 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: 08/05/2025 CAPACITY: Other DUTIES: - I am a social and athletic member of the club and, if approved, would be the chairman of the Tuesday 5:30 bowling league for one year. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-04-10 |
| S65 | Uniform Investment Adviser Law Examination | 1995-04-06 |
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