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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-03-07 |
| FL | RA | APPROVED | 2019-01-10 |
| OH | RA | APPROVED | 2019-01-10 |
| CA | RA | APPROVED | 2019-01-09 |
| IL | RA | APPROVED | 2019-01-09 |
| IN | RA | APPROVED | 2019-01-09 |
| OK | RA | APPROVED | 2019-01-09 |
| PA | RA | APPROVED | 2019-01-09 |
| WA | RA | APPROVED | 2019-01-09 |
| TX | RA | APPROVED | 2018-12-20 |
| MI | RA | APPROVED | 2018-11-02 |
Branch Locations
42717 Woodward Ave, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Doshi & Associates, Cpa, Pllc | Riverview | MI | 05/2000 | Present |
| Sii Jhfn | Southfield | MI | 01/2009 | 11/2018 |
| Osaic Wealth, Inc. | Bloomfield Hills | MI | 11/2018 | Present |
1) Board of Directors Member, George P. Way Elementary School, Parent Teacher Organization, Inc. 765 West Long Lake Rd Bloomfield Hills, MI 48302, START 9/1/16, Approx 20 hrs mo, 0 trading hrs. 2) DOSHI REAL ESTATE LLC POSITION: Member NATURE: Real Estate Rental Property holding company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/27/2012 ADDRESS: 42717 WOODWARD AVE, BLOOMFIELD HILLS MI 48304, United States DESCRIPTION: Holding company for real estate rental properties. Collect rent from occupants. 3) REDDY REAL ESTATE LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/24/2012 ADDRESS: 42717 WOODWARD AVE, BLOOMFIELD HILLS MI 48304, United States DESCRIPTION: Real estate property company 4) WEALTH MANAGEMENT ADVISORY SERVICES LLC POSITION: Sole Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 08/14/2008 ADDRESS: 42717 WOODWARD AVE, BLOOMFIELD HILLS MI 48304, United States DESCRIPTION: Advise clients on retirement options 5) MICHIGAN FINANCIAL COMPANIES POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/02/2009 ADDRESS: 42717 WOODWARD AVE, Bloomfield Hills MI 48304, United States DESCRIPTION: Michigan Financial Companies is an entity owned by Nick J. Valenti. Nisha Doshi brands through Michigan Financial Companies to provide investment advisory services. 6) DOSHI & ASSOCIATES CPA PLLC POSITION: PARTNER NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/09/2002 ADDRESS: 42717 WOODWARD AVE, BLOOMFIELD HILLS MI 48304, United States DESCRIPTION: Am the managing partner of Doshi & Associates PLLC and provides accounting services to clients. 7) DOSHI FINANCIAL LLC POSITION: Sole Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 08/14/2008 ADDRESS: 42717 WOODWARD AVE, BLOOMFIELD HILLS MI 48304, United States DESCRIPTION: Advise clients on retirement options
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-15 |
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