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690 Hope St. Suite B, Brighton, MI 48116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-12 |
| MI | RA | APPROVED | 2025-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-28 |
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