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Bloomfield Hills, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-06 |
| MI | RA | APPROVED | 2022-01-04 |
Branch Locations
Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-24 |
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