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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 07/2022 | 01/2023 |
| Deloitte & Touche Llp | Detroit | MI | 06/2019 | 08/2019 |
| Michigan State University | East Lansing | MI | 09/2018 | 05/2019 |
| Michigan State University | East Lansing | MI | 08/2018 | 12/2021 |
| Rocksolid Exteriors | Mount Clemens | MI | 05/2022 | 07/2022 |
| Metropolitan Concrete | Sterling Heights | MI | 06/2020 | 05/2022 |
| Elegant Stamped Concrete | Macomb | MI | 05/2020 | 06/2020 |
| Elegant Stamped Concrete | Macomb | MI | 05/2019 | 06/2019 |
| Artistic Stamped Concrete | Imlay City | MI | 06/2018 | 08/2018 |
| Student | St. Clair | MI | 08/2017 | 06/2018 |
| Italia Construction | Washington | MI | 06/2017 | 08/2017 |
| Student | Imlay City | MI | 07/2012 | 06/2017 |
| Fidelity Investments | Indianapolis | IN | 03/2023 | Present |
| Distinguish Development | Macomb | MI | 07/2018 | 08/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-132207|OrgNmn:Rental income|Org Addr:Detroit,Michigan,US|OBA Nature:Landlord|Invst Rel:Y|Title:Landlord|Duties:just landlord activities|StrtDt:07-26-26|TotHrs/mon:8|TrdHrs/mon:0|OBA-128377|OrgNmn:Concrete patios|Org Addr:Lansing,Michigan,US|OBA Nature:Forming and pouring concrete d|Invst Rel:N|Title:Concrete Finisher|Duties:My duty would be simply framing and pouring a concrete slab in my free time.|StrtDt:04-04-26|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-09 |
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