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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-10 |
Branch Locations
20750 Civic Ctr Dr Ste 590, Southfield, MI 48076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2014 | 02/2018 |
| Securian Financial Services Inc | St. Paul | MN | 05/2018 | 01/2022 |
| Minnesotal Life Insurance Co | St. Paul | MN | 05/2018 | 01/2022 |
| Wsfg | Southfield | MI | 05/2018 | Present |
| Securian Financial Services Inc | St Paul | MN | 07/2022 | 08/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 07/2022 | 08/2023 |
| Cetera Wealth Services, Llc | Southfield | MI | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Wealth Strategies Financial Group | Southfield | MI | 06/2018 | Present |
1) WSFG FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2018 ADDRESS: , Southfield MI , United States DESCRIPTION: Agent/Broker 2) COACH POSITION: Coach NATURE: Sport Coach/Referee INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2016 ADDRESS: 745 N Oxford Rd, Oxford MI 48371, United States DESCRIPTION: I coach a high school wrestling team. The practices and events are in the evening. 3) GO FUND ME POSITION: Volunteer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/17/2022 ADDRESS: 855 Jefferson Avenue P.O. Box 1329, Redwood City CA 94063, United States DESCRIPTION: I was asked to be the name on this fundraiser for the Myre family. When the tragedy at Oxford High School happened, the Myre's created a foundation and scholarships for others while paying out of pocket for therapy, being away from work, etc. This was created to help in any way possible during their time of struggle. I was just asked to be the recognizable name on the fund raiser. 4) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2012; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 5) NAME OF OTHER BUSINESS: WEALTH STRATEGIES FINANCIAL GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/2018, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 8, APX NUMBER OF HOURS DURING TRADING HOURS: 8, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-29 |
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