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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-06 |
| MI | RA | APPROVED | 2026-01-05 |
Branch Locations
44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616 • United States
Plymouth, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 11/2022 | 09/2024 |
| Carlson Metal Products Inc. | Troy | MI | 03/2021 | 03/2023 |
| Unemployed | Grosse Pointe | MI | 08/2020 | 05/2021 |
| Detroit Boat Restoration | Detroit | MI | 06/2018 | 08/2020 |
| Gregory Boat Company (Detroit Boat Basin) | Detroit | MI | 03/2013 | 08/2017 |
| Michigan State University | East Lansing | MI | 01/2015 | 05/2019 |
| Osaic Wealth Inc | Flint | MI | 12/2024 | 02/2025 |
| Lpl Financial Llc | Flint | MI | 03/2025 | 09/2025 |
| Unemployed | Fenton | MI | 09/2025 | 12/2025 |
| Fidelity Investments | Novi | MI | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-22 |
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