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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-16 |
| MI | RA | APPROVED | 2025-05-23 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 07/2019 | 01/2020 |
| Central Michigan University | Mt. Pleasant | MI | 08/2015 | 05/2019 |
| Compas Group Usa | Toledo | OH | 06/2019 | 08/2019 |
| Cmu Annual Giving | Mt. Pleasant | MI | 01/2018 | 05/2019 |
| Lil Shack | Temperence | MI | 05/2015 | 06/2018 |
| House Of Meats | Toledo | OH | 06/2017 | 08/2018 |
| Edward Jones | St. Louis | MO | 06/2018 | 05/2019 |
| Valic Financial Advisors, Inc. | Auburn Hills | MI | 02/2020 | 04/2022 |
| Plante Moran Financial Advisors | Auburn Hills | MI | 04/2022 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 01/2025 | Present |
| Unemployed | Royal Oak | MI | 06/2024 | 01/2025 |
| Texas Roadhouse | Mt Pleasant | MI | 12/2016 | 05/2017 |
| Aig Retirement Serivices | Auburn Hills | MI | 03/2020 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-14 |
| S66 | Uniform Combined State Law Examination | 2020-03-05 |
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