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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-19 |
| MI | RA | APPROVED | 2026-01-05 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
975 East Mple Road Suite 101, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Advisory Associates | Farmington Hills | MI | 10/1999 | 05/2021 |
| Lincoln Investment | Southfield | MI | 06/2012 | 01/2017 |
| The Leaders Group, Inc. | Littleton | CO | 01/2017 | 09/2021 |
| Detroit Financial | Birmingham | MI | 05/2021 | Present |
| Foundations Investment Advisors, Llc | Birmingham | MI | 05/2021 | Present |
1.) Detroit Financial. 975 E Maple Rd Suite 101 Birmingham, MI 48009. Fixed Life Insurance Sales. Vice President. Began in May 2021. 160 Hours per month devoted to this endeavor. Consult with clients regarding fixed life insurance needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-27 |
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