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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-28 |
| WA | RA | APPROVED | 2025-04-28 |
Branch Locations
601 Union Street, Two Union Square Suite 5200, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Romulus Senior High School | Romulus | MI | 09/2013 | 06/2017 |
| Mcdonalds | Romulus | MI | 09/2016 | 02/2017 |
| Risk Security | Rochester | MI | 06/2017 | 01/2018 |
| Petco | Westland | MI | 02/2017 | 06/2017 |
| Footlocker | Taylor | MI | 05/2018 | 05/2018 |
| School Craft College | Livonia | MI | 06/2017 | 02/2018 |
| Verizon Tcc | Livonia | MI | 02/2018 | 08/2018 |
| Lansing Community College | Lansing | MI | 08/2018 | 06/2019 |
| Tim Miller - State Farm | Lathrup Village | MI | 06/2019 | 01/2020 |
| Curtis Wolfe - State Farm | Romulus | MI | 01/2020 | 01/2022 |
| Tonya Kellum - State Farm | Seattle | WA | 03/2021 | 05/2021 |
| Bruce Strothers - State Farm | Shoreline | WA | 05/2021 | 10/2021 |
| Doordash | Shoreline | WA | 05/2021 | 06/2022 |
| Equitable Advisors, Llc | New York | NY | 02/2022 | 05/2022 |
| Fidelity Investments | Westlake | TX | 06/2022 | 03/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2025 |
| Morgan Stanley | Seattle | WA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-02 |
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