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18700 W. 10 Mile Road Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-29 |
Branch Locations
18700 W. 10 Mile Road Suite 100, Southfield, MI 48075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orange County Public Schools | Orlando | FL | 09/2012 | Present |
| Ele Wealth Solutions, Inc | Southfield | MI | 02/2022 | Present |
| Pfs Investments Inc | Orlando | FL | 10/2017 | 02/2022 |
| Primerica Financial Services | Orlando | FL | 08/2011 | 02/2022 |
| Ele Advisory Services, Inc. | Southfield | MI | 06/2023 | Present |
1. Instructional/Dean, Orange County Public Schools, Orlando, FL - 9/2012 to present. Not investment related. 2. ELE Advisory Services, Inc. 18700 W 10 Mile Rd, Ste.100 Southfield, MI 48075. Registered Investment advisor. Provides financial advice. 06/20215 (10 Hrs/Mth)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-13 |
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