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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
251 University Avenue, Palo Alto, CA 94301-1714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Palo Alto | CA | 01/2023 | Present |
| Workforce Software | Livonia | MI | 04/2020 | 01/2023 |
| Credit Acceptance Corporation | Southfield | MI | 06/2016 | 03/2020 |
| Baker And Associates Realty Group | Warren | MI | 03/2016 | 10/2021 |
| Shipt | Southfield | MI | 06/2018 | 08/2018 |
| Empowerment And Development Housing Resource Center | Warren | MI | 09/2018 | 01/2023 |
| Mpf Services Llc | Oak Park | MI | 01/2022 | 12/2022 |
| 517 Llc | Lake Orion | MI | 11/2021 | 01/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-96059|OrgNmn:Lineage Investments LLC|Org Addr:Shelby Twp,Michigan,US|OBA Nature:Family owned real estate inves|Invst Rel:Y|Title:Partner|Duties:Silent partner|StrtDt:09-01-22|TotHrs/mon:1|TrdHrs/mon:0|OBA-96007|OrgNmn:Empowerment and Development Housing Resource Center|Org Addr:warren,Michigan,US|OBA Nature:EDHRC provides on a non-profit|Invst Rel:N|Title:Director|Duties:Provide housing counseling and financial literacy services. Provide general recommendations on budgeting, saving and debt management.|StrtDt:07-01-18|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-17 |
| S65 | Uniform Investment Adviser Law Examination | 2022-10-04 |
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