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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-30 |
Branch Locations
3315 Washtenaw, Ann Arbor, MI 48104 • United States
42370 Ann Arbor Road, Plymouth, MI 48170 • United States
43710 Ford Road, Canton, MI 48188 • United States
1940 Whittaker, Ypsilanti, MI 48197 • United States
2090 W Stadium Blvd, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flagstar Bank | Ann Arbor | MI | 10/2016 | 03/2022 |
| Aflac | Ann Arbor | MI | 07/2016 | 09/2016 |
| The Huntington Investment Company | Columbus | OH | 04/2022 | Present |
| Infinex Investments, Inc. | Ann Arbor | MI | 10/2017 | 03/2022 |
| Fifth Third Bank | Ypsilanti | MI | 08/2023 | Present |
| Huntington Financial Advisors | Akron | OH | 04/2022 | 08/2023 |
| Infinex Investments | Ann Arbor | MI | 11/2017 | 04/2022 |
| Flagstar Bank | Ann Arbor | MI | 10/2016 | 11/2017 |
| Aflac | Ann Arbor | MI | 07/2016 | 10/2016 |
| Fifth Third Securities | Ypsilanti | MI | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-03 |
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