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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 Group | Sterling Heights | MI | 08/2007 | Present |
| Sii Investments | Stering 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. PLATINUM WEALTH MANAGEMENT GROUP INC. POSITION: Vice President / Co-Owner NATURE: Corporation / Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/17/2007 ADDRESS: 38600 VAN DYKE AVENUE, SUITE 230, STERLING HEIGHTS MI 48312, United States DESCRIPTION: Provide Insurance and Fixed Annuity solutions to my clients as well as handling business operations 2. APEG - ADVANCED PLANNING EDUCATION GROUP POSITION: Vice President of Membership Services NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/14/2018 ADDRESS: 38600 Van Dyke, Suite #230A, Sterling Heights MI 48312, United States DESCRIPTION: Responsible for Membership Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-17 |
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