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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-19 |
Branch Locations
38600 Van Dyke Avenue Suite 230, Sterling Heights, MI 48312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Platinum Wealth Management | Sterling Heights | MI | 08/2007 | Present |
| Sii Investments | Sterling Heights | MI | 05/2012 | 11/2017 |
| Woodbury Financial Services Inc | Sterling Heights | MI | 11/2017 | 01/2024 |
| Osaic Wealth, Inc. | Sterling Heights | MI | 01/2024 | Present |
1. ADVANCED PLANNING EDUCATION GROUP (APEG) POSITION: Vice President - Strategic Partnerships NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 12/12/2018 ADDRESS: 38600 Van Dyke Ave, Suite #230A, Sterling Heights MI 48312, United States DESCRIPTION: Responsible for managing strategic partnership relations. I'm also involved in the development of educational training and content. 2. PLATINUM WEALTH MANAGEMENT GROUP, INC. POSITION: Co-Founder NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 08/15/2007 ADDRESS: 38600 Van Dyke, Suite 230, Sterling Heights MI 48312, United States DESCRIPTION: My duties with Platinum Wealth Management Group, Inc. includes providing insurance and fixed annuity solutions to my clients as well as handling business operations. 3. OAKLAND UNIVERSITY POSITION: Instructor NATURE: Oakland University is a Michigan public institution of higher education. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/25/2018 ADDRESS: 2200 North Squirrel Rd, Rochester MI 48309, United States DESCRIPTION: I teach the Investment Planning class in Oakland University's Personal Financial Planning Program. I teach on campus and provide education to the students enrolled.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-30 |
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