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Current Employers
Boardwalk Wealth Management

341 E Huron St Suite #3, Ann Arbor, MI 48104 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-09
  • MI RA
    APPROVED
    Since 2025-01-09

Branch Locations

341 E Huron St Suite #3, Ann Arbor, MI 48104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch Ann Arbor MI 03/2017 04/2019
Unemployed Ann Arbor MI 06/2016 03/2017
Ahmos Gyro's Gyros & Deli Ann Arbor MI 03/2011 03/2017
Bank Of America, N.A. Ann Arbor MI 10/2017 Present
  • 03/2017 → 04/2019
    Merrill Lynch
    Ann Arbor, MI
  • 06/2016 → 03/2017
    Unemployed
    Ann Arbor, MI
  • 03/2011 → 03/2017
    Ahmos Gyro's Gyros & Deli
    Ann Arbor, MI
  • 10/2017 → Present
    Bank Of America, N.A.
    Ann Arbor, MI
Previous Registrations
Other Businesses

The name of the other business: Transmed Mobility Investment-related: No Address: 2900 Golfside Road Ann Arbor, MI 48108 Nature of the other business: Non medical emergency transportation for two group homes Position with the other business: CFO Start date of your relationship: 03/2018 Approximate number of hours/month: 20 hours per month Number of hours during securities trading hours: 0 Duties relating to the other business: Review numbers with CEO and review accounting

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-25
  • S66 Uniform Combined State Law Examination
    2017-08-25

View on SEC IAPD

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