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5900 Lorac Suite #103, Clarkston, MI 48346 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-07 |
| CO | RA | APPROVED | 2025-01-24 |
| FL | RA | APPROVED | 2025-01-24 |
| MI | RA | APPROVED | 2025-01-24 |
| OH | RA | APPROVED | 2024-01-16 |
| TX | RA | APPROVED_RES | 2023-12-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verde Capital Management | Troy | MI | 06/2008 | 12/2023 |
| Ecos Wealth Advisors Llc | Clarkston | MI | 08/2023 | Present |
Insurance Agent - President of VERDE Insurance Agency LLC, 5900 Lorac Dr. Suite 103, Clarkston, MI 48346 SINCE 7/2008. APPROXIMATELY 2 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-07 |
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