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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-13 |
Branch Locations
778 West Big Beaver Rd, Troy, MI 48084-4934 • United States
Rochester Hills, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Troy | MI | 03/2026 | Present |
| Buschs Market | Rochester | MI | 08/2012 | 06/2017 |
| Jp Morgan Chase | Shelby Township | MI | 07/2022 | 02/2026 |
| Right At Home | Bloomfield Hills | MI | 06/2018 | 03/2020 |
| Target | Auburn Hills | MI | 10/2021 | 11/2022 |
| Dynamic Bdc | Troy | MI | 06/2017 | 10/2018 |
| Linos North | Oakland Township | MI | 10/2025 | 12/2025 |
| Unemployed | Oakland Township | MI | 03/2020 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-27 |
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