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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-27 |
| MI | RA | APPROVED | 2024-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bd Capital Management | Bloomfield Hills | MI | 11/2007 | 05/2016 |
| Citizens Securities, Inc. | Belleville | MI | 05/2016 | 03/2017 |
| The Huntington Investment Company | Columbus | OH | 09/2017 | 01/2018 |
| Huntington National Bank | Birmingham | MI | 08/2017 | 01/2018 |
| Unemployed | Bloomfield Hills | MI | 03/2017 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 05/2018 | 08/2018 |
| Nordstrom | Troy | MI | 04/2018 | 05/2018 |
| Bank Of America, N.A. | Troy | MI | 07/2018 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southfield | MI | 10/2024 | Present |
| Unemployed | Southfield | MI | 09/2023 | 10/2024 |
| Wells Fargo Bank | Charlotte | NC | 05/2023 | 09/2023 |
| Unemployed | Royal Oak | MI | 12/2022 | 05/2023 |
| Macys | Troy | MI | 11/2022 | 12/2022 |
| Unemployed | Troy | MI | 08/2018 | 11/2022 |
| Dialog Direct | Troy | MI | 08/2018 | 08/2018 |
| J Crew | Troy | MI | 12/2018 | 12/2018 |
| Bank Of America, N.A. | Southfield | MI | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-03 |
| S65 | Uniform Investment Adviser Law Examination | 2024-01-24 |
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