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10775 South Saginaw Bldg C, Suite F, Grand Blanc, MI 48439 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-20 |
Branch Locations
10775 South Saginaw Bldg C, Suite F, Grand Blanc, MI 48439 • 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 |
|---|---|---|---|---|
| Epi Advisors, Llc | Troy | MI | 07/2014 | 02/2018 |
| Planmember Securities Corporation | Carpinteria | CA | 05/2018 | 11/2018 |
| Spc | Ann Arbor | MI | 12/2018 | 01/2022 |
| Cg Advisory Services | Williamston | MI | 01/2022 | 05/2024 |
| Amba | Austin | TX | 09/2024 | 10/2024 |
| Unemployed | Lansing | MI | 06/2024 | 08/2024 |
| Mdrn Capital, Llc | Lansing | MI | 11/2024 | 12/2025 |
| Mainstay Capital Management, Llc | Grand Blanc | MI | 02/2026 | Present |
| Unemployed | Lansing | MI | 01/2026 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-05-04 |
| S65 | Uniform Investment Adviser Law Examination | 2014-07-07 |
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