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18700 W. 10 Mile Road Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-07-19 |
| NC | RA | APPROVED | 2022-02-08 |
| MI | RA | APPROVED | 2021-01-22 |
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 |
|---|---|---|---|---|
| Ele Wealth Management, Inc. | Southfield | MI | 03/2003 | 11/2019 |
| Ele Advisory Services, Inc. | Southfield | MI | 04/2011 | 11/2019 |
| Self Employed | Lathrup Village | MI | 11/2019 | 05/2020 |
| Western Southern Life | Troy | MI | 05/2020 | 10/2020 |
| W&S Brokerage Services | Cincinnati | OH | 07/2020 | 10/2020 |
| Fifth Third Bank | Dearborn | MI | 10/2020 | 01/2021 |
| Fifth Third Securities | Dearborn | MI | 10/2020 | 01/2021 |
| Ele Advisory Services, Inc. | Southfield | MI | 01/2021 | Present |
| Ele Wealth Solutions, Inc. | Southfield | MI | 01/2021 | Present |
1. Investment Advisors Representative/CIO, ELE Advisory Services, Inc. Located 18700 W 10 Mile Rd, Ste. 100, Southfield, MI 48075. Duties: Assist with service of advisory clients. Started 01/2021 140 hours/month during trading hours. 2. Insurance Agent, ELE Wealth Management, Inc. Located 18700 W 10 Mile Rd, Ste. 100, Southfield, MI 48075. Duties: Assist with service and sales of life, health, and disability insurance. Started 01/2021 20 hours/month during trading hours. 3. Celmar Consulting Group, LLC - 28811 Lathrup Blvd, Lathrup Village, MI 48076. Established 12/27/2017; Owner; non-investment related. Provide notary services, proofreading, and administrative services. 4. CIO/MLO, ELE Mortgage Services, Inc. Located 18700 W 10 Mile Rd, Ste. 100, Southfield, MI 48075. Duties: Perform administrative, compliance, and reporting activities associated with a mortgage broker. Started 03/2021 40 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-18 |
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