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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
10811 S Saginaw St, Grand Blanc, MI 48439-2706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Grand Blanc | MI | 03/2023 | Present |
| Steve Robbins State Farm | Imlay City | MI | 08/2022 | 02/2023 |
| Patrice Weston State Farm | Port Charlotte | FL | 07/2021 | 08/2022 |
| Steve Robbins State Farm | Imlay City | MI | 05/2018 | 07/2021 |
| Svsu Scott L Carmona College Of Business | University Center | MI | 01/2019 | 04/2021 |
| Armark | University Center | MI | 01/2018 | 05/2018 |
| Saginaw Valley State University | University Center | MI | 08/2017 | 05/2021 |
| Garrison-Ross Insurance Agency | Davison | MI | 06/2016 | 08/2017 |
| Davison High School | Davison | MI | 08/2015 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-11 |
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