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Current Employers
Silver Strand Financial Planning

Bloomfield Hills, MI • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-04-06
MI RA APPROVED 2022-01-04
  • TX RA
    APPROVED_RES
    Since 2023-04-06
  • MI RA
    APPROVED
    Since 2022-01-04

Branch Locations

Bloomfield Hills, MI • United States

Origin Investment Advisory Llc

Sarasota, FL • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-06-29
  • MI RA
    APPROVED
    Since 2022-06-29

Branch Locations

Sarasota, FL • United States

Bloomfield Hills, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Troy MI 12/2014 04/2018
Fsc Securities Corporation Bloomfield Hills MI 04/2018 06/2018
Unemployed Bloomfield Hills MI 05/2018 08/2018
Tcf National Bank Troy MI 08/2018 05/2021
Custom Wealth Solutions Plymouth MI 05/2021 09/2021
Tcf Investment Services Troy MI 08/2018 05/2021
Michigan Financial Advisors Bloomfield Hills MI 04/2018 06/2018
Ae Wealth Management, Llc Topeka KS 06/2021 09/2021
Silver Strand Financial Planning, Llc Bloomfield Hills MI 12/2020 Present
Blend Financial, Inc. Dba Origin Financial San Francisco CA 06/2022 Present
  • 12/2014 → 04/2018
    Pnc Investments
    Troy, MI
  • 04/2018 → 06/2018
    Fsc Securities Corporation
    Bloomfield Hills, MI
  • 05/2018 → 08/2018
    Unemployed
    Bloomfield Hills, MI
  • 08/2018 → 05/2021
    Tcf National Bank
    Troy, MI
  • 05/2021 → 09/2021
    Custom Wealth Solutions
    Plymouth, MI
  • 08/2018 → 05/2021
    Tcf Investment Services
    Troy, MI
  • 04/2018 → 06/2018
    Michigan Financial Advisors
    Bloomfield Hills, MI
  • 06/2021 → 09/2021
    Topeka, KS
  • 12/2020 → Present
    Silver Strand Financial Planning, Llc
    Bloomfield Hills, MI
  • 06/2022 → Present
    Blend Financial, Inc. Dba Origin Financial
    San Francisco, CA
Previous Registrations
  • 2021-06-25 → 2021-09-29
    Plymoiuth, MI
  • 2018-08-16 → 2021-04-30
    Troy, MI
  • 2018-04-13 → 2018-06-20
    Fsc Securities Corporation
    Bloomfield Hills, MI
  • 2014-12-19 → 2018-04-09
    Clawson, MI
    Troy, MI
    Troy, MI
  • 2013-03-25 → 2014-12-10
    Troy, MI
    Waterford, MI
    Bloomfield Township, MI
    Troy, MI
    Bloomfield Hills, MI
  • 2010-06-14 → 2013-03-21
    Allen Park, MI
    Farmington Hills, MI
    W. Bloomfield, MI
    Taylor, MI
    Taylor, MI
    Southgate, MI
    Taylor, MI
    Lincoln Park, MI
    Allen Park, MI
    Ecorse, MI
    Lincoln Park, MI
  • 2008-12-22 → 2010-06-02
    Chase Investment Services Corp.
    Shelby Township, MI
    Dearborn, MI
    Chicago, IL
    Redford, MI
Other Businesses

1) Name: Blend Financial, Inc. dba Origin Financial Investment-related: Yes Address of the other business: 548 Market Street San Francisco, CA 94104 Nature of the other business: Financial Services Position: Financial Planner Relationship with the other business: 1099 Employee Start date of your relationship; Approximate number of hours/month you devote to the other business: 20 hours/month Number of hours you devote to the other business during securities trading hours: 20 hours/month Duties relating to the other business: Financial planning

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-12-18
S63 Uniform Securities Agent State Law Examination 2003-02-24
  • S65 Uniform Investment Adviser Law Examination
    2008-12-18
  • S63 Uniform Securities Agent State Law Examination
    2003-02-24
Designations

View on SEC IAPD

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