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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Dearborn | MI | 05/2017 | 09/2017 |
| Michigan State University | East Lansing | MI | 08/2013 | 05/2017 |
| Axa Advisors, Llc | New York | NY | 09/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2017 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dearborn | MI | 11/2022 | 08/2026 |
| Bank Of America, N.A. | Dearborn | MI | 12/2022 | 08/2026 |
| Fifth Third Bank | Dearborn Heights | MI | 08/2026 | Present |
| Fifth Third Securities | Dearborn Heights | MI | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-31 |
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