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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-26 |
Branch Locations
2128 West Grand River, Okemos, MI 48864 • United States
535 South Main Street, Plymouth, MI 48170 • United States
2901 Plymouth Rd, Ann Arbor, MI 48105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dearborn | MI | 10/2015 | 11/2018 |
| Bank Of America, N.A. | Dearborn | MI | 01/2016 | 11/2018 |
| Fidelity Brokerage Services Llc | Farmington | MI | 12/2018 | 08/2023 |
| Pnc Investments, Llc. | Plymouth | MI | 06/2025 | Present |
| Bain Consulting & Co | Madrid | 09/2023 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-14 |
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