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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-21 |
Branch Locations
Two Towne Square Suite 800, Southfield, MI 48076 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | New York | NY | 05/2002 | 10/2020 |
| Nylife Securities Inc | New York | NY | 08/2002 | 10/2020 |
| Simplified Benefits | Southfield | MI | 06/2010 | 10/2020 |
| Fischman Insurance Group, Llc | Southfield | MI | 04/2012 | 03/2024 |
| Eagle Strategies Llc | Southfield | MI | 08/2013 | 10/2020 |
| Focus Financial Partners | Southfield | MI | 01/2026 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 05/2026 | Present |
| Sentinel Securities Llc | Wakefield | MA | 06/2026 | Present |
| Integrated Insurance Solutions | Southfield | MI | 07/2015 | 03/2018 |
| Mahoney Financial Organization, Llc | Southfield | MI | 07/2017 | 10/2020 |
| Telemus Capital, Llc | Southfield | MI | 11/2020 | 03/2024 |
| Lion Street Financial | Southfield | MI | 10/2022 | Present |
| Kovitz Investment Group Partners, Llc | Southfield | MI | 03/2024 | 01/2026 |
| Integrity Alliance, Llc. | Urbandale | IA | 11/2025 | Present |
#1Full time position with Focus Partners Wealth. Registration with Sentinel to maintain registration / legacy business. Sentinel Securities is under common control with Focus Partners Wealth LLC. #1a. Ari Fischman Consultant Not investment related 22920 Coventry Woods Lane, Southfield, MI 48034 Nature/duties: Serve as a consultant to review life insurance policies and create opinion memos on their marketed appropriately. Position/title: Owner Approximate start date: 7/1/2025 Approximate hours per month devoted: 6/10 Approximate hours per month devoted during securities trading hours: 0 #2. Jewish Federation of Metro Detroit Not investment related 6735 Telegraph Rd, Bloomfield Hills MI 48301, United States Nature/duties: I serve on the Pension, Insurance and Finance committee. We review renewal and insurance budget items and vote on approvals. Voting member of the committee. Position/title: Volunteer Approximate start date: 1/1/2020 Approximate hours per month devoted: 1 Approximate hours per month devoted during securities trading hours: 1 #3. Focus Risk Solutions Investment related Two Towne Square, Suite 800, Southfield, MI 48076 Nature/duties: To sell insurance products Position/title: SVP, Regional Lead Approximate start date: 1/1/2026 Approximate hours per month devoted: 40 Approximate hours per month devoted during securities trading hours: 40 #4. Lion Street Financial/Integrity Alliance, LLC Investment related 300 Colorado St., Suite 2600, Austin, TX 78701 Nature/duties: Act as a registered representative with the firm to facilitate the placing of broker-dealer registered insurance products. Position/title: Registered Representative Approximate start date: 10/20/2022 Approximate hours per month devoted: 21-40 Approximate hours per month devoted during securities trading hours: 21-40 #5. Fischman Insurance Group LLC Investment related 22920 Coventry Woods Lane, Southfield, MI 48034 Nature/duties: To sell insurance products. Legacy Broker Dealer servicing and business development relationship with approved list of prospects for Popic. This entity is only used for broker dealer business. Position/title: Owner Approximate start date: 11/10/202 Approximate hours per month devoted: 5 Approximate hours per month devoted during securities trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-12 |
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