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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-01 |
| MI | RA | APPROVED | 2022-10-28 |
Branch Locations
48050 Grand River Ave, Novi, MI 48374 • United States
6400 Orchard Lake Rd, West Bloomfield, MI 48322 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wireless Vision | Bloomfield Hills | MI | 01/2016 | 03/2018 |
| Northwestern Mutual Investment Services Llc | Troy | MI | 11/2018 | 12/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2018 | 12/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Howell | MI | 08/2022 | Present |
| Texana Bank | Bingham Farms | MI | 01/2021 | 10/2021 |
| Gateway Mortgage | Bingham Farms | MI | 10/2021 | 12/2021 |
| Emortgage Funding | Troy | MI | 01/2022 | 06/2022 |
| Bank Of America, N.A. | Howell | MI | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-13 |
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