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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-10 |
Branch Locations
36440 Woodward Avenue, Bloomfield, MI 48304 • United States
39400 Woodward Ave Suite 255, Bloomfield Hills, MI 48304 • United States
4999 Crooks Road, Troy, MI 48098 • 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 |
|---|---|---|---|---|
| Bank One | West Bloomfield | MI | 12/2002 | 06/2018 |
| J.P. Morgan Securities Llc | Los Angeles | CA | 10/2012 | 06/2018 |
| Wells Fargo Clearing Services, Llc | Folsom | CA | 06/2018 | 12/2019 |
| J. P. Morgan Securities Llc | Bloomfield Hills | MI | 09/2022 | 09/2023 |
| Jpmorgan Chase Bank | Bloomfield Hills | MI | 09/2022 | 09/2023 |
| Unemployed | Bloomfield Hills | MI | 08/2022 | 08/2022 |
| Phoenix Wealth Management | Frisco | TX | 01/2020 | 07/2022 |
| Wells Fargo | Folsom | CA | 06/2018 | 12/2019 |
| Alpha Asset Advisors Llc | Royal Oak | MI | 01/2024 | 08/2026 |
| Alpha Asset Advisors Llc | Royal Oak | MI | 09/2023 | 01/2024 |
| Lpl Enterprise | Royal Oak | MI | 06/2025 | 08/2026 |
| Fifth Third Bank | Bloomfield Hills | MI | 08/2026 | Present |
| Fifth Third Securities | Bloomfield Hills | MI | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-21 |
| S66 | Uniform Combined State Law Examination | 2001-10-11 |
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