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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-02-03 |
Branch Locations
31731 Northwestern Hwy. Ste. 160W, Farmington Hills, MI 48334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Pleasant Ridge | MI | 09/2005 | 02/2020 |
| The Strategic Financial Alliance, Inc, | Atlanta | GA | 02/2020 | Present |
| Strategic Blueprint, Llc | Atlanta | GA | 02/2020 | Present |
-1-Name: Dvine Cookies LLC Position: Owner/Sole Proprietor Nature: Cookie Company Investment Related: No Hours: 80 Securities Trading Hours: 10 Start Date: 01/01/2018 Address: 6632 Telegraph Road, #217, Bloomfield Hills MI 48301-3655, United States Description: Make sure the company is running efficiently -2- Name: Oakpoint Investment Partners Position: Owner/Sole Proprietor Nature: Financial Planning Investment Related: Yes Hours: 120Securities Trading Hours: 120 Start Date: 01/01/2020 Address: 31731 Northwestern Hwy., Ste. 160WW, Farmington Hills MI 48334, United States Description: Full responsibility for all duties. This is the business through SFA. -3- Name: Pinnacle Insurance Position: Agent Nature: Financial Planning / Insurance Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 09/24/2025 Address: 12724 Gran Bay Pkwy W, Ste. 150, Jacksonville, FL 32258, United States Description: Recommend Pinnacle Insurance for clients life insurance needs, if it fits their situation. -4- Name: Women's Divorce Resource Circle Position: Partner Nature: Administrating and speaking to women regarding divorce Investment Related: Yes Hours: 5 Securities Trading Hours: 0 Start Date: 09/24/2025 Address: 31731 Northwestern Hwy. Ste. 160W, Farmington Hills, MI 48334, United States Description: Meet with clients looking to divorce, and if it's the right fit, invest divorce proceeds into a portfolio.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-14 |
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