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220 S. Main St., Suite 321, Royal Oak, MI 48067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-21 |
| TX | RA | APPROVED_RES | 2023-03-16 |
| MI | RA | APPROVED | 2022-06-16 |
Branch Locations
Clinton Township, MI • United States
220 S. Main St., Suite 321, Royal Oak, MI 48067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Solutions Llc | Troy | MI | 03/2016 | 02/2021 |
| Vintage Financial Services | Ann Arbor | MI | 02/2021 | 05/2022 |
| Thrive Retirement Specialists | Dearborn | MI | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-14 |
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