Natalie Joy Brent

Current Employers

Employment History

• 09/2001 → 09/2021
  Bloomfield Hills Financial
  Bloomfield Hills, MI
• 10/2013 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA
• 07/2021 → 09/2022
  First Allied Advisory Services Inc
  Schaumburg, IL
• 09/2022 → 01/2024
  Cetera Advisors Llc
  Bloomfield Hills, MI
• 11/2021 → 01/2024
  Sageview Advisory Group, Llc
  Newport Beach, CA
• 01/2024 → 08/2024
  Triad Advisors
  Norcross, GA
• 01/2024 → 08/2024
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Bloomfield Hills, MI

Previous Registrations

• 2021-07-19 → 2024-01-11
  Cetera Investment Advisers Llc
  Bloomfield Hills, MI
• 2022-01-21 → 2024-01-05
  Creative Planning Institutional Advisors, Llc
  Bloomfield Hills, MI
  Newport Beach, CA

Other Businesses

1. BLOOMFIELD HILLS ADVISORY POSITION: manager/owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/05/2024 ADDRESS: 300 E Long Lake Road, Suite 125, Bloomfield Hills MI 48304, United States DESCRIPTION: DBA - this is our company name - we as a wealth management firm help our clients with financial planning, retirement planning and wealth management 2. FIXED INSURANCE BUSINESS POSITION: insurance agent/producer NATURE: fixed insurance/annuity business - direct INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/05/2024 ADDRESS: 300 E Long Lake Road, Suite 125, Bloomfield Hills MI 48304, United States DESCRIPTION: fixed insurance and fixed annuity business done direct or through FMO 3. NB FINANCIAL,LLC POSITION: member NATURE: llc INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/05/2024 ADDRESS: 2889 Addison Circle South, Oakland Township MI 48306, United States DESCRIPTION: llc for pass thru of advisory fees 4. REAL ESTATE LICENSE POSITION: real estate license NATURE: real estate license INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2024 ADDRESS: 2889 Addison Circle South, Oakland Township MI 48306, United States DESCRIPTION: have real estate license,but not currently using it 5. BAB INVESTMENT GROUP,LLC POSITION: member-llc NATURE: llc INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2023 ADDRESS: 2889 Addison Circle South, Oakland Township MI 48306, United States DESCRIPTION: member of llc with husband

Exams

• S66 Uniform Combined State Law Examination
  2021-05-14
• S63 Uniform Securities Agent State Law Examination
  2003-05-02

Other Names

• Natalie Joy Starlin
• Natalie Joy Starlin