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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-23 |
| TX | RA | APPROVED | 2025-06-23 |
Branch Locations
34901 Woodward Avenue Suite 300, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orchard Lake Country Club | Bloomfield | MI | 07/2024 | 11/2024 |
| University Of Michigan | Ann Arbor | MI | 08/2020 | 05/2024 |
| Starbucks | Ann Arbor | MI | 09/2023 | 03/2024 |
| Starbucks | White Lake | MI | 06/2023 | 08/2023 |
| Oakland Standard Co. | Birmingham | MI | 06/2022 | 08/2022 |
| American Income Life | Columbus | OH | 06/2021 | 10/2021 |
| University Of Michigan Telefund | Ann Arbor | MI | 10/2020 | 12/2020 |
| Pita Way | White Lake | MI | 06/2022 | 08/2022 |
| Taco Bell - Dortch Enterprises Llc | Commerce | MI | 01/2020 | 08/2020 |
| Brooks Utility Products | Novi | MI | 07/2019 | 08/2019 |
| Kroger | White Lake | MI | 06/2018 | 09/2018 |
| Samesidewalk | Cleveland | OH | 03/2024 | 06/2024 |
| Doordash | San Francisco | CA | 01/2021 | 07/2021 |
| Lpl Enterprise | Fort Mill | SC | 01/2025 | 04/2025 |
| Lakeland High School | White Lake | MI | 08/2016 | 06/2020 |
| White Lake Middle School | White Lake | MI | 08/2014 | 07/2016 |
| Morgan Stanley | Birmingham | MI | 06/2025 | Present |
*644578 - Red Run Golf Club; Investment Related - No; Royal Oak, Michigan; Recreation; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2025; During Business Hours: 0; After Business Hours: 80; Labor/Service, Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-04 |
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