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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Bloomfield Hills | MI | 03/2016 | 12/2021 |
| Citizens Securities Inc | Berkley | MI | 03/2016 | 12/2021 |
| Pruco Securities Llc | Troy | MI | 12/2021 | 04/2022 |
| The Prudential Insurance Company Of America | Troy | MI | 03/2022 | 04/2022 |
| Infinex Investments, Inc | Westland | MI | 05/2022 | 01/2024 |
| Flagstar Bank | Westland | MI | 05/2022 | 06/2026 |
| Lpl Financial Llc | Westland | MI | 02/2024 | 06/2026 |
| Fifth Third Bank | Roseville | MI | 06/2026 | Present |
| Fifth Third Securities | Roseville | MI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-19 |
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