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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-09 |
Branch Locations
201 W Big Beaver Road Suite 300, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 05/2017 | 05/2018 |
| Unemployed | Bloomfield Hills | MI | 02/2017 | 05/2017 |
| Dte Energy | Detroit | MI | 04/2016 | 02/2017 |
| University Of Michigan - Dearborn | Dearborn | MI | 09/2014 | 12/2016 |
| Flagstar Bank | Troy | MI | 09/2018 | 06/2020 |
| Unemployed | Clawson | MI | 06/2018 | 09/2018 |
| Flagstar Bank | Troy | MI | 06/2020 | 09/2021 |
| Unemployed | Royal Oak | MI | 09/2021 | 05/2023 |
| Marlin Financial Advisors | Royal Oak | MI | 05/2023 | 08/2025 |
| Voya Financial Advisors | Bloomfield Hills | MI | 08/2025 | 01/2026 |
| Equitable Advisors, Llc | New York | NY | 01/2026 | Present |
| H&R Block | Hazel Park | MI | 12/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-09 |
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