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3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-26 |
Branch Locations
Lake Orion, MI • United States
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington Hills | MI | 10/2008 | 06/2019 |
| Bank Of America, Na | Farmington Hills | MI | 12/2009 | 06/2019 |
| Capital Asset Advisory Service | Haslett | MI | 06/2019 | 06/2021 |
| Unemployed | Lake Orion | MI | 06/2021 | 06/2022 |
| San Blas Securities | Atlanta | GA | 06/2022 | Present |
Team Renegade, LLC; Not investment related; 5700 Crooks Rd, Troy, MI; Technology; Partner; 5 hours per week Cliff Summit, LLC Real Estate Investment related; 5700 Crooks Rd, Troy MI 2 hours per week Partner Sommerset LLC, Real Estate Investment Related 5700 Crooks Rd, Troy MI 2 Hours Per weekPartner Phoenix 4 LLC, Real Estate Investment Related 5700 Crooks Rd, Troy MI 2 Hours Partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-06 |
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