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700 North Clayton Street, Wilmington, DE 19805 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-08-28 |
Branch Locations
700 North Clayton Street, Wilmington, DE 19805 • United States
200 E Big Beaver Rd, Ste 132, Troy, MI 48083 • United States
200 E Big Beaver Rd Ste 132, Troy, MI 48083 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-09 |
Branch Locations
200 E Big Beaver Rd Ste 132, Troy, MI 48083 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ally Bank | Detroit | MI | 05/2020 | 02/2024 |
| Ford Motor Credit Company | Dearborn | MI | 01/2017 | 04/2020 |
| Ford Motor Credit Company | Pittsburgh | PA | 01/2015 | 12/2017 |
| Thrivent Investment Management Inc | Birmingham | MI | 12/2023 | 06/2025 |
| Thrivent Financial | Appleton | WI | 02/2024 | 06/2024 |
| M1 Capital Management | Bloomfield Hills | MI | 06/2025 | Present |
| Third Sigma Investment Advisors, Llc | Bloomfield Hills | MI | 08/2025 | Present |
TEEN HYPE POSITION: Board Member NATURE: Since 2004, Teen HYPE has reached more than 35,000 Detroit-area youth with programming designed to help prepare them for the world. Every year, hundreds of students in dozens of schools receive adolescent health education that promotes future-oriented thinking, avoiding risky behaviors, and honoring their voice. We have also trained more than 600 teens as Peer Educators who apply their leadership in service to their communities and other young people. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 1938 Franklin, Suite 109, Detroit MI 48207, United States DESCRIPTION: I will be a board member serving a 3 year term where I will be focused on helping plan events and bringing on sponsors. NAME OF OTHER BUSINESS: M1 WEALTH ADVISORS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 06/2025, POSITION/TITLE/RELATIONSHIP: LICENSED INSURANCE SALES, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: Insurance Products Sales; NAME OF OTHER BUSINESS: THIRD SIGMA INVESTMENT ADVISORS, INVESTMENT RELATED: YES, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2025, POSITION/TITLE/RELATIONSHIP: IAR APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF HOURS DURING TRADING HOURS: 10,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-29 |
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