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41011 Ann Arbor Road, Plymouth, MI 48170 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-17 |
| FL | RA | APPROVED | 2015-01-22 |
| OH | RA | APPROVED | 2013-08-29 |
| MI | RA | APPROVED | 2013-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Wealth Management, Llc | Livonia | MI | 05/2013 | Present |
| Regulus Advisors | Kentwood | MI | 07/2015 | 04/2019 |
| Mutual Securities, Inc. | Camarillo | CA | 04/2019 | Present |
| Peak Wealth Management, Llc | Livonia | MI | 10/2010 | Present |
1. Peak Wealth Management, LLC., Start Date: 05/15/2013, 41011 Ann Arbor Rd, Plymouth, MI 48170, RIA, President, IAR, CFP, Perform financial plans and investment advisory services, Investment related, 160 hours per month, 8 hours per day during trading hours. 2. Independent Insurance Agent, Start Date: 04/01/2001, 41011 Ann Arbor Rd, Plymouth, MI 48170, Sole-proprietor, Life insurance sales, fixed index annuity, LTC, Agent, Sell insurance fixed products, Investment related, 2 hours per month, less than 1 hour per day during trading hours. 3. A2 East, LLC. (Real Estate Rental), Start Date: 03/19/2014, 41011 Ann Arbor Rd, Plymouth, MI 48170, LLC, Commercial Real Estate, President, Manage commercial rental property, Not investment related, 1 hour per month, 0 hours per day during trading hours. 4. Capitas Financial, Start Date: 04/2018, 41011 Ann Arbor Rd, Plymouth, MI 48170, Sole-proprietor, Insurance sales, Life, LTC, Agent, Sell fixed insurance products, Investment related, 2 hours per month, Less than 1 hour per day during trading hours. 5. Jennie, LLC, Start Date: 06/01/2005, 6739 Fleming Creek, Ypsilanti, MI 48198, LLC, Residential Real Estate rentals, President, Manage residential real estate, Not investment related, 2 hours per month, Less than 1 hour per day during trading hours. 6. Mutual Securities, Inc., Start Date: 04/2019, 807-A Camarillo Springs Rd., Camarillo, CA 93012, Registered Representative; Investment Related, 15 hours per month, same during trading. 7. Omnevo Fitness, Start Date: 06/02/2025, 36600 Plymouth Rd., Livonia, MI 48150, LLC, Fitness Gym, Member, Not Investment Related, 0 Hour per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-11-10 |
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