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18700 W. 10 Mile Road Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-16 |
| VA | RA | APPROVED | 2025-03-17 |
| CT | RA | APPROVED | 2025-03-11 |
| SD | RA | APPROVED | 2025-03-11 |
| IA | RA | APPROVED | 2025-02-13 |
| AL | RA | APPROVED | 2023-11-09 |
| TX | RA | APPROVED_RES | 2023-02-10 |
| CA | RA | APPROVED | 2022-04-21 |
| NC | RA | APPROVED | 2021-11-24 |
| OK | RA | APPROVED | 2021-11-03 |
| WY | RA | APPROVED | 2021-03-22 |
| WA | RA | APPROVED | 2021-03-04 |
| ND | RA | APPROVED | 2020-11-24 |
| MA | RA | APPROVED | 2020-06-23 |
| CO | RA | APPROVED | 2020-04-30 |
| MN | RA | APPROVED | 2020-04-23 |
| AZ | RA | APPROVED | 2020-04-21 |
| MO | RA | APPROVED | 2020-03-05 |
| FL | RA | APPROVED | 2020-02-28 |
| MD | RA | APPROVED | 2020-02-26 |
| WI | RA | APPROVED | 2020-02-26 |
Branch Locations
18700 W. 10 Mile Road Suite 100, Southfield, MI 48075 • United States
Phoenix, AZ • 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Saint Paul | MN | 07/2016 | 03/2017 |
| Securities America, Inc. | Edina | MN | 03/2017 | 04/2018 |
| Securities America Advisors | Edina | MN | 03/2017 | 04/2018 |
| Ele Advisory Services, Inc. | Southfield | MI | 02/2020 | Present |
| Ele Wealth Solutions, Inc. | Southfield | MI | 02/2020 | Present |
| Innovation Partners Inc. | Charlotte | NC | 05/2018 | 02/2020 |
1. Financial Advisor/Agent, Financial Wealth Solutions Inc. 1220 Briarwood Ave. Ste. 165, Centennial, CO 80112. Marketing. 04/2018 (10 Hrs/Mth). 2. Financial Advisor/Agent, 1st Consumer Insurance Agency Inc. 1220 Briarwood Ave. Ste. 165, Centennial, CO 80112. Insurance Sales. 04/2018 (25 Hrs/Mth). 3. Financial Advisor, ELE Advisory Services, Inc. 18700 W 10 Mile Rd, Ste.100 Southfield, MI 48075. Provides financial advice. 02/2020 (80 Hrs/Mth).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-13 |
| S65 | Uniform Investment Adviser Law Examination | 2004-02-26 |
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