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2565 West Maple Rd, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-06 |
| MI | RA | APPROVED | 2025-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forthright Capital Llc | Saline | MI | 04/2015 | Present |
| Scf Securities, Inc. | Fresno | CA | 09/2015 | 12/2021 |
| Scf Investment Advisors, Inc | Fresno | CA | 09/2015 | 07/2023 |
| Secure Asset Management Llc | Troy | MI | 07/2023 | Present |
REAL ESTATE BROKER/AGENT - 3515 SURREY DR, SALINE MI 48176 - ASSIST CLIENTS WITH THE PURCHASE & SALE OF REAL ESTATE FOR A COMMISSION - START08/2020 - NOT INVESTMENT RELATED; INDEPENDENT LICENSED LIFE INSURANCE AGENT - PROVIDE APPROPRIATE TYPE & AMOUNT OF INSURANCE TO CLIENTS -RECEIVE COMMISSIONS AS COMPENSATION - 1-2 HOURS P/M.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-02 |
| S65 | Uniform Investment Adviser Law Examination | 1998-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-06 |
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