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1909 East Big Beaver, Troy, MI 48083 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-16 |
| TX | RA | APPROVED | 2026-01-16 |
Branch Locations
One Riverway Suite 1700, Houston, TX 77056 • United States
1909 East Big Beaver, Troy, MI 48083 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rj Capital | Houston | TX | 07/2014 | 10/2016 |
| Scottrade, Inc. | Sugar Land | TX | 10/2016 | 03/2017 |
| Polaris Greystone Financial Group, Llc | San Rafael | CA | 03/2017 | 07/2020 |
| Greystone Financial Group, Llc | Bloomfield Hills | MI | 07/2020 | 01/2026 |
| Vertrix Wealth Management, Llc | Troy | MI | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-12-10 |
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