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Current Employers
Ele Advisory Services, Inc

18700 W. 10 Mile Road Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-07-19
NC RA APPROVED 2022-02-08
MI RA APPROVED 2021-01-22
  • SC RA
    APPROVED
    Since 2024-07-19
  • NC RA
    APPROVED
    Since 2022-02-08
  • MI RA
    APPROVED
    Since 2021-01-22

Branch Locations

18700 W. 10 Mile Road Suite 100, Southfield, MI 48075 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2003 → 11/2019
    Ele Wealth Management, Inc.
    Southfield, MI
  • 04/2011 → 11/2019
    Southfield, MI
  • 11/2019 → 05/2020
    Self Employed
    Lathrup Village, MI
  • 05/2020 → 10/2020
    Western Southern Life
    Troy, MI
  • 07/2020 → 10/2020
    W&S Brokerage Services
    Cincinnati, OH
  • 10/2020 → 01/2021
    Fifth Third Bank
    Dearborn, MI
  • 10/2020 → 01/2021
    Fifth Third Securities
    Dearborn, MI
  • 01/2021 → Present
    Southfield, MI
  • 01/2021 → Present
    Ele Wealth Solutions, Inc.
    Southfield, MI
Previous Registrations
  • 2020-10-15 → 2021-01-15
    Warren, MI
    Detroit, MI
    Detroit, MI
    Dearborn, MI
    Detroit, MI
    Dearborn, MI
    Royal Oak, MI
    Detroit, MI
    Detroit, MI
    Southfield, MI
    Detroit, MI
    Southfield, MI
  • 2020-07-20 → 2020-10-20
    Troy, MI
  • 2011-04-26 → 2019-11-05
    Southfield, MI
  • 2011-01-27 → 2011-07-01
    Southfield, MI
  • 2010-02-02 → 2010-11-26
    Securities America Advisors, Inc.
    Southfield, MI
  • 2008-03-18 → 2008-09-29
    Investors Capital Corp.
    Southfield, MI
    Southfield, MI
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-10
S63 Uniform Securities Agent State Law Examination 2005-01-18
  • S65 Uniform Investment Adviser Law Examination
    2007-09-10
  • S63 Uniform Securities Agent State Law Examination
    2005-01-18
Other Names
  • Marcelle Ann Veronica John
  • Marcelle Ann Gordon
  • Marcelle Ann Gordon
  • Marcelle Ann Welsh
  • Marcelle Ann Gordon
  • Marcelle Ann Veronica John
  • Marcelle Ann Welsh

View on SEC IAPD

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