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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-10 |
| MI | RA | APPROVED | 2024-05-03 |
Branch Locations
1127 S Old Us Hwy 23, Brighton, MI 48114 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Main Financial Group | Brighton | MI | 08/2007 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 06/2017 | 07/2018 |
| Fusion Capital Management | Coppell | TX | 05/2018 | 10/2019 |
| Gradient Advisors Llc | Arden Hills | MN | 10/2019 | 05/2024 |
| Foundations Investment Advisors, Llc | Brighton | MI | 05/2024 | Present |
| J&E Main Properties, Llc | Brighton | MI | 01/2026 | Present |
| Mfg Rentals, Llc | Brighton | MI | 03/2025 | Present |
MAIN FINANCIAL GROUP; INVESTMENT RELATED; 315 W. NORTH ST. SUITE C, BRIGHTON, MI 48116; TAX PREPERATION/ACCOUNTING SERVICES; TAX PREPARER; SINCE 2006; 10HRS PER MONTH NOT DURING SECURITIES HOURS; 0 HRS PER MONTH NOT DURING SECURITIES HOURS; NO COMPENSATION. J&E MAIN PROPERTIES, LLC; YES INVESTMENT RELATED; 9046 NORTHPOINTE RIDGE, BRIGHTON, MI 48114; OWNER/MANAGER; START DATE 01/2026; APPROX 1 HR/MO; APPROX 0 HRS/MO DURING TRADING; GENERAL DUTIES INVOLVED WITH OWNERSHIP AND MANAGEMENT OF REAL ESTATE HOLDINGS. MFG RENTALS, LLC; YES INVESTMENT RELATED; 9046 NORTHPOINTE RIDGE, BRIGHTON, MI 48114; OWNER/MANAGER; START DATE 03/2025; APPROX 1 HR/MO; APPROX 0 HRS/MO DURING TRADING; GENERAL DUTIES INVOLVED WITH OWNERSHIP AND MANAGEMENT OF REAL ESTATE RENTAL ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-07 |
| S66 | Uniform Combined State Law Examination | 2002-05-11 |
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