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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-08-07 |
| MI | RA | APPROVED | 2018-10-17 |
| TX | RA | APPROVED | 2018-10-17 |
Branch Locations
38505 Woodward Ave Suite 150, Bloomfield Hills, MI 48304-5096 • United States
Greensboro, GA • United States
3550 Lenox Road Suite 1950, Atlanta, GA 30326 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Birmingham | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Birmingham | MI | 11/2016 | 10/2018 |
| Rbc Capital Markets, Llc. | Bloomfield | MI | 10/2018 | Present |
| City National Bank | Bloomfield | WI | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-21 |
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