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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-13 |
| MI | RA | APPROVED | 2025-06-11 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Dallas | TX | 06/2022 | 08/2023 |
| United Wholesale Mortgage | Pontiac | MI | 05/2021 | 08/2021 |
| Oakland University Golf & Learning Center | Rochester Hills | MI | 05/2019 | 08/2019 |
| Oakland Hills Country Club | Bloomfield Hills | MI | 08/2017 | 08/2019 |
| Tabooli | East Lansing | MI | 01/2020 | 03/2020 |
| Michigan State University | East Lansing | MI | 08/2018 | 05/2022 |
| Seaholm High School | Birmingham | MI | 09/2014 | 06/2018 |
| Doordash | Birmingham | MI | 12/2020 | 10/2023 |
| Lone Star Valet | Dallas | TX | 11/2022 | 02/2023 |
| F45 Training | Plano | TX | 02/2023 | 06/2023 |
| Raymond James & Associate Inc. | Bloomfield Hills | MI | 10/2023 | 04/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 05/2025 | Present |
| Slick Chick Fitness | Plano | TX | 06/2023 | 08/2023 |
| Bank Of America, N.A. | Bloomfield Hills | MI | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-09 |
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