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200 East Long Lake Road Suite 160, Bloomfield Hills, MI 48304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-18 |
Branch Locations
200 East Long Lake Road Suite 160, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mainstay Capital Management | Grand Blanc | MI | 05/2014 | 02/2017 |
| M Holdings Securities | Portland | OR | 03/2017 | Present |
| Lovasco Consulting Group | Detroit | MI | 02/2017 | Present |
| Azimuth Capital Management | Bloomfield Hills | MI | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-05-15 |
| S66 | Uniform Combined State Law Examination | 2011-11-04 |
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