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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-01 |
| MI | RA | APPROVED | 2025-02-20 |
Branch Locations
555 S Old Woodward Avenue Suite 612, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Distributors Llc | Lansing | MI | 09/2015 | 03/2017 |
| American General Life Insurance | Brentwood | TN | 09/2017 | 02/2020 |
| Aig Capital Services Inc | Brentwood | TN | 09/2017 | 02/2020 |
| Umemployed | Nashville | TN | 03/2017 | 09/2017 |
| Concourse Financial Group Securities Inc | Birmingham | MI | 03/2020 | 02/2025 |
| (Dba) Eschels Financial Group Inc | Birmingham | MI | 02/2020 | Present |
| Concourse Financial Group Securities Inc | Birmingham | MI | 06/2020 | 02/2025 |
| Cetera Wealth Services, Llc | Birmingham | MI | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
(dba) ESCHELS FINANCIAL GROUP, INC; Investment Related; 555 South Old Woodard Avenue, Suite 612, Birmingham, MI 48009; Insurance and Financial Services; Marketing; Start Date 02/2020; 100 hours per month with most hours occurring during trading hours; Insurance sales and service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-08 |
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