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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-04 |
Branch Locations
20750 Civic Center Drive Suite 590, Southfield, MI 48076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mclaren Flint | Flint | MI | 10/2014 | 06/2017 |
| Stephens Wealth Management Group/Raymond James Financial Service | Flint | MI | 06/2017 | 04/2018 |
| J.P. Morgan Securities Llc | Hartland | MI | 06/2018 | 07/2020 |
| Jpmorgan Chase Bank, N.A. | Hartland | MI | 06/2018 | 07/2020 |
| Fifth Third Bank | Royal Oak | MI | 07/2020 | 05/2021 |
| Fifth Third Securities Inc | Royal Oak | MI | 07/2020 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 05/2021 | 11/2022 |
| Bank Of America Corporation | Bloomfield Hills | MI | 05/2021 | 11/2022 |
| Jp Morgan Chase Bank, N.A. | Flint | MI | 11/2022 | 05/2024 |
| J.P. Morgan Securities Llc | Flint | MI | 11/2022 | 05/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Blanc | MI | 05/2024 | 04/2025 |
| Bank Of America, N.A. | Grand Blanc | MI | 05/2024 | 04/2025 |
| Jpmorgan Chase Bank, N.A. | Bloomfield Hills | MI | 04/2025 | 02/2026 |
| J.P. Morgan Securities Llc | Bloomfield Hills | MI | 04/2025 | 02/2026 |
| Unemployed | Grand Blanc | MI | 05/2018 | 05/2018 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2026 | Present |
| Wealth Strategies Financial Group | Southfield | MI | 02/2026 | Present |
1. NAME OF OTHER BUSINESS: WEALTH STRATEGIES FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2026 POSITION/TITLE/RELATIONSHIP: DIRECTOR OF BUSINESS DEVELOPMENT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: BUSINESS DEVELOPMENT;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-16 |
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