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Current Employers
Thrive Retirement Specialists

220 S. Main St., Suite 321, Royal Oak, MI 48067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-04-21
TX RA APPROVED_RES 2023-03-16
MI RA APPROVED 2022-06-16
  • CA RA
    APPROVED
    Since 2023-04-21
  • TX RA
    APPROVED_RES
    Since 2023-03-16
  • MI RA
    APPROVED
    Since 2022-06-16

Branch Locations

Clinton Township, MI • United States

220 S. Main St., Suite 321, Royal Oak, MI 48067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2016 → 02/2021
    Portfolio Solutions Llc
    Troy, MI
  • 02/2021 → 05/2022
    Vintage Financial Services
    Ann Arbor, MI
  • 05/2022 → Present
    Dearborn, MI
Previous Registrations
  • 2021-03-29 → 2022-05-20
    Vintage Financial Services Llc
    Ann Arbor, MI
  • 2016-03-16 → 2021-03-08
    Liberty Wealth Advisors, Llc
    Troy, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-14
  • S65 Uniform Investment Adviser Law Examination
    2016-03-14
Designations

View on SEC IAPD

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