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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-11 |
| MI | RA | APPROVED | 2024-10-11 |
| MN | RA | APPROVED | 2024-10-11 |
| SC | RA | APPROVED | 2024-10-11 |
Branch Locations
28411 Northwestern Hwy Suite 1300, Southfield, MI 48034 • 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 |
|---|---|---|---|---|
| Lawrence M. Weiner, Cpa | Ann Arbor | MI | 07/1995 | Present |
| American Portfolios | Novi | MI | 09/2007 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. WEINER FINANCIAL GROUP, LLC POSITION: CPA / Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2001 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48105, United States DESCRIPTION: We prepare tax returns for 2 of our investment clients. We used to do tax returns for more of our clients, but we discontinued that service around 5-6 years ago and referred our tax clients to a local tax preparer. We continue to do tax returns for 2 clients that convinced us to continue to prepare their taxes.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-14 |
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