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439 S. Main Street Suite 250, Rochester, MI 48307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-27 |
Branch Locations
439 S. Main Street Suite 250, Rochester, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Rochester Hills | MI | 04/2013 | 03/2018 |
| Pnc Bank | Rochester Hills | MI | 11/2009 | 02/2018 |
| Citizens Bank | Rochester Hills | MI | 03/2018 | 05/2020 |
| Rochester Wealth Strategies | Rochester | MI | 06/2020 | Present |
| Rochester Wealth Strategies | Rochester | MI | 06/2022 | Present |
1) Sales of apparel and jewelry 2) RX Holdings LLC; Investment related: No; Location: 23701 Glenwood, Clinton Township, MI 48035; Description: Deliveries and market testing; Position Title: Co-Owner; Responsibilities Duties: Coordinator of individual projects including deliveries and marketing testing for merchants; tracking and accounting of all activities.; Start date: 2021-11-10; Hours during trading hours: 0/month; Hours outside trading hours: 90/month; Percentage of total yearly compensation expected to be derived from the business: 50.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-08 |
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