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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-12-21 |
Branch Locations
Van Buren Twp, MI • United States
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • 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 |
|---|---|---|---|---|
| Allstate Insurance Co | West Bloomfield | MI | 06/2016 | 04/2017 |
| Real Estate Appraisal | Novi | MI | 07/2016 | 05/2017 |
| W&S Brokerage Services | Cincinnati | OH | 06/2017 | 02/2021 |
| Western & Southern Life | Livonia | MI | 05/2017 | 02/2021 |
| The Prudential Insurance Company Of America | Van Buren Township | MI | 02/2021 | Present |
| Pruco Securities, Llc | Troy | MI | 02/2021 | 12/2021 |
| Prudential Investment Management Services, Llc. | Van Buren Township | MI | 12/2021 | Present |
| Gwfs Equities, Inc. | Dallas | TX | 04/2022 | Present |
Self / Bookkeeper. Complete financial recordkeeping for small businesses. 60 hours per month; 0 hours per month during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-20 |
| S65 | Uniform Investment Adviser Law Examination | 2001-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-21 |
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