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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-11-29 |
| MI | RA | APPROVED | 2016-06-01 |
| OH | RA | APPROVED | 2007-01-24 |
Branch Locations
950 Trade Centre Way Suite 120, Portage, MI 49002 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fahnestock & Co., Inc. | Kalamazoo | MI | 01/1999 | Present |
I HAVE AND AM TRUSTEE OF: JAMES MONTMORENCY LIVING TRUST 1/28/2011
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-27 |
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