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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-01-11 |
Branch Locations
101 West Big Beaver Road 14Th Floor, Troy, MI 48084 • United States
Sterling Heights, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Southfield | MI | 07/2019 | 04/2022 |
| Healthcare Solutions Team | Royal Oak | MI | 07/2018 | 07/2019 |
| Raymond Jones/Producers Choice | Troy | MI | 04/2018 | 07/2018 |
| Quicken Loans | Detroit | MI | 11/2017 | 03/2018 |
| Burns & Wilcox | Farmington Hills | MI | 01/2016 | 08/2017 |
| Securities America Advisors | Southfield | MI | 04/2021 | 04/2022 |
| Tiaa | Royal Oak | MI | 01/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Royal Oak | MI | 01/2023 | Present |
| Facet Wealth | Baltimore | MD | 04/2022 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-02 |
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