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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-27 |
| MI | RA | APPROVED | 2022-11-10 |
Branch Locations
201 W Big Beaver Rd Suite 950, Troymi, MI 48084 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 07/2022 | Present |
| Woodland Direct, Inc. | Shelby Township | MI | 02/2016 | 03/2018 |
| Phoenix Garage Llc | Warren | MI | 06/2018 | Present |
| Unemployed | Rochester | MI | 03/2018 | 06/2018 |
| Milosch Palace | Lake Orion | MI | 01/2020 | 03/2020 |
| Rochester Hills Chrysler | Rochester Hills | MI | 03/2020 | 07/2020 |
| Rocket Auto Llc | Detroit | MI | 03/2021 | 03/2022 |
1) Phoenix Garage LLC; INVESTMENT RELATED: No; ADDRESS: Warren, MI; NATURE: Automotive Restoration/Hobby; POSITION: Owner; START DATE: 06/01/2018; NUMBER OF HOURS/MONTH: 40 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Automotive Restoration/Sole Prop.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-09 |
| S66 | Uniform Combined State Law Examination | 2006-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-28 |
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