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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-17 |
| MI | RA | APPROVED | 2025-03-31 |
Branch Locations
3480 28Th Street Se, Grand Rapids, MI 49512-1602 • United States
Grand Rapids, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 03/2022 | 06/2024 |
| Edustaff | Grand Rapids | MI | 02/2022 | 05/2022 |
| Fidelity Investments | Grand Rapids | MI | 07/2024 | Present |
| Staffan Mitchell Funeral Home | Chelsea | MI | 01/2017 | 05/2017 |
| Doordash | San Francisco | CA | 08/2021 | 07/2024 |
| Michigan State University | East Lansing | MI | 08/2017 | 12/2021 |
| Northwestern Community College | Traverse City | MI | 08/2016 | 01/2017 |
| Klever Innovations | Grand Haven | MI | 01/2022 | 02/2022 |
| Residential And Hospitality Services, Michigan State | East Lansing | MI | 08/2018 | 03/2020 |
| Chelsea Alehouse | Chelsea | MI | 02/2017 | 08/2017 |
| Washtenaw Community College | Ann Arbor | MI | 01/2017 | 05/2017 |
| Eastminster Presbyterian Church | East Lansing | MI | 02/2019 | 08/2019 |
| Edustaff | Grand Rapids | MI | 05/2019 | 06/2019 |
| Unifiservice | Traverse City | MI | 05/2021 | 08/2021 |
| Gretchens House | Chelsea | MI | 02/2017 | 05/2017 |
| Todd Martin Youth Leadership | Lansing | MI | 02/2019 | 03/2020 |
| United Methodist Church | East Lansing | MI | 03/2020 | 04/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-17 |
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