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40900 Woodward Avenue Suite 250, Bloomfield Hills, MI 48304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-08-08 |
Branch Locations
40900 Woodward Avenue Suite 250, Bloomfield Hills, MI 48304 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Victory Capital Advisers | Brooklyn | OH | 01/2015 | 02/2018 |
| Victory Capital Management | Brooklyn | OH | 11/2014 | 02/2018 |
| Argent Capital Management Llc | Greenwood Village | CO | 05/2018 | 05/2025 |
| Quasar Distributors, Llc | Milwaukee | WI | 01/2020 | 05/2025 |
| Alidade Capital, Llc | Bloomfield Hills | MI | 08/2025 | Present |
1.) Sunbeam Lane Properties, LLC; Denver, CO.; Not Investment Related, Started 02/10/2008; Rental properties; Manager; LLC to house rental properties. Created for estate planning purposes. 280 hours per month with 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-31 |
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