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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
3480 28Th Street Se, Grand Rapids, MI 49512-1602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East Lansing High School | East Lansing | MI | 06/2014 | 06/2018 |
| Western Michigan University | Kalamazoo | MI | 08/2018 | 06/2022 |
| The Riviera Cafe | East Lansing | MI | 08/2018 | 12/2018 |
| The Riviera Cafe | East Lansing | MI | 05/2019 | 07/2019 |
| Beggars Banquet | East Lansing | MI | 06/2019 | 07/2019 |
| Manpower Of Lansing | Lansing | MI | 07/2019 | 08/2019 |
| Flossie's Cafe, Western Michigan University Dining Services | Kalamazoo | MI | 09/2020 | 04/2022 |
| Cameron Tool Company | Lansing | MI | 05/2021 | 06/2021 |
| Hawk Hollow Golf Course | Bath | MI | 06/2021 | 08/2021 |
| Fidelity Investments | Westlake | TX | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-13 |
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