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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
30200 Northwestern Hwy, Farmington, MI 48334-3296 • United States
Canton, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Wholesale Mortgage | Pontiac | MI | 05/2020 | 05/2022 |
| University Of Michigan Athletics | Ann Arbor | MI | 01/2020 | 04/2020 |
| Ruby Tuesdays | Mount Pleasant | MI | 07/2018 | 12/2019 |
| Advanced Inventory Solutions | Mount Pleasant | MI | 05/2018 | 06/2018 |
| Linc Universal Truckload Service | Detroit | MI | 05/2017 | 08/2017 |
| Full Time Student | Oak Park | MI | 08/2016 | 05/2017 |
| Full Time Student | Oak Park | MI | 08/2017 | 05/2018 |
| Fidelity Investments | Ann Arbor | MI | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-17 |
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