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3883 Telegraph Rd Ste 100, Bloomfield Hills, MI 48302-1432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-15 |
| MI | RA | APPROVED | 2026-05-15 |
Branch Locations
3883 Telegraph Rd Ste 100, Bloomfield Hills, MI 48302-1432 • United States
Clearwater, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pimco Investments Llc | New York | NY | 02/2011 | 07/2021 |
| Ceros Financial Services | Rockville | MD | 05/2025 | Present |
| Fisher Investments | Odessa | FL | 08/2021 | 05/2023 |
| Charles Schwab & Co., Inc. | Trinity | FL | 07/2023 | 10/2025 |
| Charles Schwab Bank Ssb | Trinity | FL | 07/2023 | 10/2025 |
| Suncoast Credit Union | Clearwater | FL | 10/2025 | 05/2026 |
| Lpl Financial Llc | Clearwater | FL | 10/2025 | 05/2026 |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Suncoast Investment Services - Investment related - At Reported Business Location (s) - Start Date: 10/2025 2. 10/2025 - X-Golf Tampa - Business Owner - Not Investment related - 00 Hrs/Mth - 00 Hrs During Trading - Trinity, FL 34655 - OBA start date: 06/10/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-11 |
| S66 | Uniform Combined State Law Examination | 2003-08-14 |
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