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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-08 |
Branch Locations
29100 Northwestern Hwy Suite 250, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Farmington Hills | MI | 12/2007 | 08/2017 |
| Ef Legacy Securities, Llc | Henrico | VA | 09/2017 | 10/2018 |
| Edelman Financial Services, Llc | Fairfax | VA | 09/2017 | 11/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 06/2019 |
| Kms Financial Services, Inc. | Seattle | WA | 08/2019 | 11/2020 |
| Securities America, Inc. | Southfield | MI | 11/2020 | 06/2024 |
| Arbor Point Advisors | Southfield | MI | 11/2020 | 11/2024 |
| Osaic Wealth, Inc. | Southfield | MI | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
**KRONOS WEALTH MANAGEMENT, LLC POSITION: President and Founder NATURE: Life insurance and Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 07/19/2019 ADDRESS: 29100 Northwestern Hwy, Suite 250, Southfield MI 48034, United States DESCRIPTION: Insurance and Annuities **KRONOS WEALTH MANAGEMENT, LLC POSITION: President and Founder NATURE: DBA for Advisory Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 25 START DATE: 07/19/2019 ADDRESS: 29100 Northwest Hwy, Suite 250, Southfield MI 48034, United States DESCRIPTION: DBA for Advisory Business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-13 |
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