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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
30200 Northwestern Hwy, Farmington, MI 48334-3296 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Novi | MI | 08/2014 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Canton | MI | 07/2017 | 07/2021 |
| Bank Of America, N.A. | Canton | MI | 07/2017 | 07/2021 |
| Fidelity Investments | Farmington Hills | MI | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-03 |
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