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4755 East Bay Drive, Clearwater, FL 33764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
| MI | RA | APPROVED | 2024-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Efg Asset Management | Miami | FL | 04/2015 | 02/2019 |
| Planning Alternatives Ltd | Bloomfield Hills | MI | 02/2019 | 08/2021 |
| Planning Alternatives Ltd | Birmingham | MI | 08/2021 | 09/2024 |
| Csenge Advisory Group, Llc | Clearwater | FL | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-20 |
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