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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
44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616 • United States
778 West Big Beaver Rd, Troy, MI 48084-4934 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guaranteed Rate | Chicago | IL | 04/2021 | 06/2022 |
| United Wholesale Mortgage | Pontiac | MI | 09/2019 | 04/2021 |
| Rocket Mortgage/Quicken Loans | Detroit | MI | 10/2010 | 06/2019 |
| Fidelity Investements | Novi | MI | 02/2023 | Present |
| Unemployed | Troy | MI | 07/2022 | 01/2023 |
| Unemployed | Troy | MI | 07/2019 | 08/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-30 |
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