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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 |
Branch Locations
500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108-3349 • United States
Plymouth, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central Michigan Un | Mount Pleasant | MI | 08/2023 | 05/2024 |
| Caixa Economica General Montepio | Lisbon | 06/2022 | 08/2022 | |
| Dow Chemical | Auburn | MI | 06/2018 | 07/2019 |
| Royal Bank Of Canada Capital Markets | New York City | NY | 06/2023 | 08/2023 |
| Bay City Western Hi | Auburn | MI | 04/2014 | 06/2018 |
| Bkc Consulting | Beverly Hills | MI | 06/2019 | Present |
| Fidelity Investments | Ann Arbor | MI | 06/2024 | Present |
| Central Michigan Un | Mount Pleasant | MI | 08/2022 | 06/2023 |
| Central Michigan Un | Mount Pleasant | MI | 08/2021 | 06/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-27 |
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