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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-22 |
Branch Locations
30200 Northwestern Hwy, Farmington, MI 48334-3296 • United States
Royal Oak, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Birmingham | MI | 07/2022 | 01/2023 |
| Fidelity Investments | Farmington Hills | MI | 04/2025 | Present |
| Ubs Financial Services, Inc. | Birmingham | MI | 01/2023 | 03/2025 |
| Full Time Education | Birmingham | MI | 06/2012 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-27 |
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