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41081 Ann Arbor Rd E, Plymouth, MI 48170 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kalos Capital | Alpharetta | GA | 05/2016 | 08/2020 |
| Kalos Management | Alpharetta | GA | 05/2016 | 08/2020 |
| Ae Wealth Management, Llc | Topeka | KS | 09/2020 | Present |
| Custom Wealth Solutions | Plymouth | MI | 06/2019 | Present |
| Custom Tax Solutions, Llc | Plymouth | MI | 08/2020 | Present |
| Custom Insurance Solutions, Llc | Plymouth | MI | 04/2020 | Present |
| Dark Side Of Bricks | Novi | MI | 06/2025 | Present |
1.) CUSTOM WEALTH SOLUTIONS; YES INVESTMENT RELATED; 41081 ANN ARBOR RD E PLYMOUTH, MI 48170; INSURANCE SALES; PRESIDENT; START DATE 06/2019; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) CUSTOM TAX SOLUTIONS, LLC; YES INVESTMENT RELATED; 41081 ANN ARBOR RD E PLYMOUTH, MI 48170; TAX PREPERATION; PRESIDENT; START DATE 08/2020; APPROX 20 HRS/MONTH; APPROX 5 HRS/MONTH DURING TRADING; TAX PREPERATION, TAX ADVICE, AND BOOKEEPING. 3.) CUSTOM INSURANCE SOLUTIONS, LLC; YES INVESTMENT RELATED; 41081 ANN ARBOR RD E PLYMOUTH, MI 48170; PROPERTY AND CASULITY INSURANCE; PRESIDENT; START DATE 04/2020; APPROX 10 HRS/MONTH; APPROX 2 HRS/MONTH DURING TRADING; PROVIDE PROPERTY AND CASULITY INSURANCE. 4.) DARK SIDE OF BRICKS; NOT INVESTMENT RELATED; 22325 ANTLER DRIVE, NOVI MI 48375; SELLING LEGOS; MEMBER; START DATE 06/2025; APPROX 20 HOURS PER MONTH; APPROX 0 TRADING HOURS; SELLING LEGOS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-05 |
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