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10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-01 |
Branch Locations
10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
40705 Woodward Ave. Suite 100, Bloomfield Hills, MI 48304 • United States
7 Giralda Farms Suite 300, Madison, NJ 07940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-10-29 |
Branch Locations
7 Giralda Farms Suite 300, Madison, NJ 07940 • United States
40705 Woodward Avenue Suite 100, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Troy | MI | 03/2012 | 10/2021 |
| Transcend Capital Advisors, Llc | Bloomfield Hills | MI | 10/2021 | 07/2026 |
| Purshe Kaplan Sterling Investments, Inc. | Bloomfield Hills | MI | 10/2021 | Present |
| Transcend Capital Insurance Services | Bloomfield Hills | MI | 10/2021 | Present |
| Arax Advisory Partners | Bloomfield Hills | MI | 08/2026 | Present |
1) Mr. Vannelli is dually-registered with Arax Advisory Partners and Purshe Kaplan Sterling Investments, Inc. ("PKS"). Mr. Vannelli has served as a registered representative with PKS since 10/2021. Business is conducted from the Registered Branch Office Location. Approximately 90% of Mr. Vannelli's time is for services as an investment advisor representative and approximately 5% as a registered representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-04 |
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