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30150 Telegraph Road Suite 170, Bingham Farms, MI 48025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-27 |
| MI | RA | APPROVED | 2023-06-01 |
Branch Locations
30150 Telegraph Road Suite 170, Bingham Farms, MI 48025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 09/2009 | 02/2018 |
| Raymond James & Associates Inc | Bloomfield Hills | MI | 02/2018 | 06/2023 |
| Lightsquare Wealth Management, Llc | Bingham Farms | MI | 06/2023 | Present |
| Lightsquare Insurance Agency | Bloomfield Hills | MI | 08/2025 | Present |
(1)Name of Business: En Passant, LLC Address: 6684 Valley Spring Rd., Bloomfield Hills, MI, 48301, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/31/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an open LLC. (2)Name of Business: LightSquare Insurance Agency Address: 6684 Valley Spring Rd., Bloomfield Hills, MI, 48301, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Primary purpose of this entity is to facilitate the flow of insurance commissions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-23 |
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