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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-14 |
| MI | RA | APPROVED | 2025-03-31 |
Branch Locations
30200 Northwestern Hwy, Farmington, MI 48334-3296 • United States
Pleasant Ridge, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 10/2019 | 04/2020 |
| Hillsdale College Athletic Department | Hillsdale | MI | 08/2017 | 05/2018 |
| Hillsdale College | Hillsdale | MI | 08/2015 | 05/2019 |
| Lear Corporation | Southfield | MI | 06/2018 | 08/2018 |
| Unemployed | Clarkston | MI | 02/2019 | 09/2019 |
| Mass Mutual Life Insurance Company | Southfield | MI | 04/2020 | 04/2021 |
| Mml Investors Services, Llc | Southfield | MI | 05/2020 | 04/2021 |
| E*Trade Securities Llc | Farmington Hills | MI | 05/2021 | 01/2022 |
| E*Trade Capital Management Llc | Farmington Hills | MI | 05/2021 | 01/2022 |
| E*Trade Securities Llc | Birmingham | MI | 01/2022 | 07/2023 |
| E*Trade Capital Management Llc | Birmingham | MI | 01/2022 | 07/2023 |
| Morgan Stanley | Birmingham | MI | 03/2023 | 07/2023 |
| Fidelity Investments | Troy | MI | 07/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-03 |
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