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Inactive

Robert Steven Laura

Wealth & Wellness Group, LLC

Brighton, MI

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Current Employers
Wealth & Wellness Group, Llc

690 Hope St. Suite B, Brighton, MI 48116 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-12
MI RA APPROVED 2025-09-15
  • TX RA
    APPROVED_RES
    Since 2025-12-12
  • MI RA
    APPROVED
    Since 2025-09-15

Branch Locations

690 Hope St. Suite B, Brighton, MI 48116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Synergos Financial Group, L.L.C. Dba Osborn Wealth Management Brighton MI 12/2009 Present
Laura Investment Properties, Llc Brighton MI 04/2024 Present
Retirement Project Llc Brighton MI 06/2010 Present
Wealth & Wellness Group, Llc Brighton MI 09/2025 Present
  • 12/2009 → Present
    Synergos Financial Group, L.L.C. Dba Osborn Wealth Management
    Brighton, MI
  • 04/2024 → Present
    Laura Investment Properties, Llc
    Brighton, MI
  • 06/2010 → Present
    Retirement Project Llc
    Brighton, MI
  • 09/2025 → Present
    Brighton, MI
Previous Registrations
  • 2010-06-17 → 2026-02-27
    Osborn Wealth Management
    Laporte, IN
    Brighton, MI
Other Businesses

Laura Investment Properties, LLC investment-related 690 Hope St, Suite A&B, Brighton, MI 48116 office building real estate rental Member April 2024 2-3 hours per month 0 hours during trading general maintenance Retirement Project LLC not investment-related 690 Hope St, Suite B, Brighton, MI 48116 education Member June 2010 20-25 hours per month 3-4 hours per month during trading content development and workshops Synergos Financial Group, L.L.C. dba Wealth & Wellness Group investment related same office location Managing Member/Investment Adviser Representative 40 hours per month during conversion Advisory services

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-24
S63 Uniform Securities Agent State Law Examination 2004-02-28
  • S65 Uniform Investment Adviser Law Examination
    2010-05-24
  • S63 Uniform Securities Agent State Law Examination
    2004-02-28
Other Names
  • Bob Laura

View on SEC IAPD

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