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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-12 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
101 W Big Beaver Road Suite 705, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Birmingham | MI | 05/2013 | 06/2018 |
| Silly Chilly, Llc | Southfield | MI | 04/2013 | 06/2018 |
| Varioius Insurance Carriers For W&R Insurance Agencies | Ypsilanti | MI | 05/2013 | 06/2018 |
| Gq Global | Detroit | MI | 10/2014 | Present |
| The Prudential Insurance Company Of America | Troy | MI | 06/2018 | Present |
| Pruco Securities, Llc | Troy | MI | 06/2018 | 11/2024 |
| Lpl Enterprise, Llc | Troy | MI | 11/2024 | Present |
1) 11/14/2024 -Dynamic HQI- Outside/W-2 Employment- Dynamic HQI is developing decision making software that supports family offices, closely held business interests and newly acquired start-up companies. My Role is to support the business by building out investment information tables within its existing software deployment, using SQL, python and C++. The desired out come of the software package is to assist the small business owners to make better financial, tax and operations choices within their enterprise.- INV Related- At Troy, MI- Start date 11/01/2024- 40 HRS MTH- 2 HRS During Trading 2) 10/03/2024- Cyber Alliance- Other- Cyber Alliance has international Clients. I provided interpretation services for financial statements in Spanish and French- Not INV Related- At Troy, MI- Start date 10/01/2023- 1 HRS MTH- 0 HRS During Trading 3) 10/03/2024- NBMBAA Detroit CHapter- Non-Profit Board Member- I am one of 5 elected officers of this organization and the President of the Board. there are a total of 14 Board Seats- Not INV Related- At Troy, MI- Start date 01/01/2021- 60 HRS MTH- 4 HRS During Trading 4) 11/14/2024- Mondo Aska Investments/Mariposa Development- Business Owner- Mondo Aska Investments/ Mariposa Development buys and renovates fix and flip homes in Detroit, the largest current project is affordable housing multi-family in the city of Detroit. My role is Ad-Hoc Financial Statement Analysis, Relationship leveraging with City Permit office and zoning committee and Project budget development.- INV Related- At Troy, MI- Start date 11/01/2025- 6 HRS MTH- 0 HRS During trading 5) 03/31/2025-Yellow Breast Aviation-Outside/W-2 Employment-COO-Not Inv Related-At Christianstead, St Croix, VI-Start date 03/19/2025-40hrs/mth-16hrs/mth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-08 |
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