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23201 Jefferson Ave, Saint Clair Shores, MI 48080 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-19 |
Branch Locations
23201 Jefferson Ave, Saint Clair Shores, MI 48080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors | Northville | MI | 06/2014 | 12/2016 |
| Raymond James Financial Services Inc. | Fenton | MI | 03/2017 | 05/2020 |
| Kaydan Wealth Management, Inc. | Fenton | MI | 10/2017 | 08/2026 |
| Lakeshore Financial Planning, Inc. | St. Clair Shores | MI | 08/2026 | Present |
08/2026 Independent Licensed insurance Agent; Investment Related; St. Clair Shores; Term Life and Disability insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-02-17 |
| S66 | Uniform Combined State Law Examination | 2012-09-06 |
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