Henry Don Conley

Current Employers

Employment History

• 05/2026 → Present
  Parkway Fiancial Group
  El Segundo, CA
• 09/2015 → 09/2016
  Bluerock Capital Markets, Llc
  Irvine, CA
• 10/2016 → 08/2017
  Berkshire Hathaway- Snyder & Co
  Ann Arbor, MI
• 08/2017 → 11/2017
  Meijer
  Ann Arbor, MI
• 11/2017 → 02/2018
  Carlyle Grill
  Ann Arbor, MI
• 09/2017 → 02/2019
  Landmark Realty
  Ann Arbor, MI
• 05/2018 → 12/2021
  Sigma Financial Corporation
  Ann Arbor, MI
• 05/2018 → 12/2021
  Spc
  Ann Arbor, MI
• 01/2022 → 09/2024
  Osaic Wealth, Inc
  Southfield, MI
• 09/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2022 → Present
  Conley Wealth Management, Llc
  Hartland, MI

Previous Registrations

• 2022-01-03 → 2024-10-02
  Osaic Wealth, Inc.
  Howell, MI
  Southfield, MI
  Howell, MI
  Southfield, MI
• 2018-05-21 → 2021-12-31
  Spc
  Bloomfield Hills, MI
  Ann Arbor, MI
  Howell, MI
• 2014-03-19 → 2015-09-11
  Spc
  Ann Arbor, MI

Other Businesses

1. NAME OF OTHER BUSINESS: TRAVERSE CITY WINE GIRL INVESTMENT RELATED: NO ADDRESS: 4166 EAGLE VIEW TRAVERSE CITY, MI 49684 NATURE OF BUSINESS: WINERY TRANSPORATION START DATE: 08/2022 POSITION/TITLE/RELATIONSHIP: WINE TOUR DRIVER APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: .05 BRIEF DESCRIPTION OF DUTIES: PROVIDE WINERY INFORMATION AND SAFELY DRIVE GUESTS AROUND ON THEIR TOUR. 2. NAME OF OTHER BUSINESS: CONLEY WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2022 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES BUSINESS FOR ACCOUNTING PURPOSES ONLY AND NOT HELD OUT TO PUBLIC 3. NAME OF OTHER BUSINESS: MICHIGAN FINANCIAL PLANNING; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: PARKWAY FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/01/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2018-10-08
• S65 Uniform Investment Adviser Law Examination
  2014-03-14
• S63 Uniform Securities Agent State Law Examination
  2010-05-19

Other Names

• Hank Don Conley