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Novi, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-30 |
| NY | RA | APPROVED | 2024-11-04 |
| TX | RA | APPROVED_RES | 2024-07-19 |
| MI | RA | APPROVED | 2024-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Red Bank | NJ | 11/2011 | 04/2017 |
| Sports & Entertainment Investment Advisors, Llc | Red Bank | NJ | 01/2017 | 04/2018 |
| Pks Financial Corp | Red Bank | NJ | 04/2017 | 06/2018 |
| Nylife Securities Llc | Southfield | MI | 06/2018 | 07/2019 |
| Major League Financial Group | Red Bank | NJ | 11/2011 | Present |
| Sports & Entertainment Investment Advisors, Llc | Montebello | NY | 07/2019 | 12/2024 |
| The Heal Agency | Farmington Hills | MI | 07/2019 | 03/2024 |
| Heal Financial, Llc | Novi | MI | 10/2022 | Present |
1. Independent insurance agent; not investment-related; started 01/2004; approximately 25 hours per month, 20 hours during securities trading hours. 2. Major League Financial Group LLC; not investment-related; insurance agency, started November 2011; less than 5% of my time overall, which may be during securities trading hours. 3. Shady Beach LLC; holding company for rental property; not investment-related; started May 2024; less than 5% of my time overall, which may be during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-27 |
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