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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-24 |
| TX | RA | APPROVED | 2026-06-19 |
Branch Locations
40705 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2016 | 04/2021 |
| Reliable Lawn And Landscape Llc | Frankenmuth | MI | 07/2016 | 10/2016 |
| Ubs Financial | Plano | TX | 04/2021 | 04/2025 |
| Edward Jones | St. Louis | MO | 04/2025 | 10/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2025 | 05/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2025 | 05/2026 |
| Cetera Advisors Llc | St. Cloud | MN | 11/2025 | 05/2026 |
| Morgan Stanley | Bloomfield Hills | MI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-04 |
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