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Troy, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rehmann Financial | Troy | MI | 05/2013 | 05/2017 |
| N/A | White Lake | MI | 06/2017 | 12/2017 |
| Lpl Financial Llc | Southfield | MI | 01/2018 | 01/2020 |
| Raymond James Financial Services | Fenton | MI | 01/2020 | 05/2020 |
| Kaydan Wealth Management, Inc. | Fenton | MI | 01/2020 | 04/2022 |
| Origin Investment Advisory Llc | San Francisco | CA | 05/2022 | 12/2024 |
| Nectarine | Troy | MI | 01/2025 | 04/2025 |
| Kimberly Houston, Llc | Troy | MI | 05/2022 | Present |
| Innermost Wealth Management, Llc | Troy | MI | 09/2024 | Present |
Kimberly Houston, LLC Not investment-related 41 Crossroads Ln 1304 Troy, MI 48083 Consulting Consultant Start date: 05/2022 12 hours per month 7 hours per month during securities trading hours Provides consulting, coaching, and educational services unrelated to securities or investment advice. Kimberly Houston Investment-related 41 Crossroads Ln 1304 Troy, MI 48083 Insurance Licensed Life, Accident, Health, and Annuities Insurance Agent Start date: 02/2017 0 hours per month 0 hours per month during securities trading hours Licensed to sell insurance products; no current activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-02 |
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