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270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-08 |
Branch Locations
901 Wilshire Dr #550, Troy, MI 48084 • United States
270 Bradenton Avenue, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Oxford | MI | 09/2004 | 06/2017 |
| Direct Financial, Llc | Oxford | MI | 04/2011 | 06/2019 |
| Polaris Greystone Financial Group, Llc | Troy | MI | 06/2019 | 07/2020 |
| Greystone Financial Group, Llc | Bloomfield Hills | MI | 07/2020 | 03/2022 |
| Polaris Greystone Advisory Group, Llc | Bloomfield Hills | MI | 06/2019 | 03/2022 |
| Mainstay Capital Management, Llc | Grand Blanc | MI | 03/2022 | 03/2026 |
| Golden Reserve Retirement, Llc | Troy | MI | 03/2026 | Present |
Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 04/2026 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hours/month devoted to other business - 6.5 Hours/month devoted to other business during securities trading hours - As a licensed insurance agent, recommend, sale and service of insurance products and fixed annuities through firm's affiliated insurance entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-25 |
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