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270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concorde Financial Group | Shelby Township | MI | 10/2012 | 03/2023 |
| Concorde Investment Services, Llc | Livonia | MI | 11/2016 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clinton Township | MI | 09/2024 | 07/2026 |
| Modere | Shelby Township | MI | 04/2023 | Present |
| Bank Of America, N.A. | Clinton Township | MI | 10/2024 | 07/2026 |
| Golden Reserve Retirement, Llc | Troy | MI | 08/2026 | Present |
Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 08/2026 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hours/month devoted to other business - 6.5 Hours/month devoted to other business during securities trading hours - As a licensed insurance agent, recommend, sale and service of insurance products and fixed annuities through firm's affiliated insurance entity. I*2028264, Entity Type, Entity for Profit, Name of OBA: Modere, Address: Shelby Township, MI, 48316, Investment Related: No, Position, Title, Association: Consultant/Independent Contractor, Employee Start Date: 04/29/2019, No Hours: 10hrs/Weekly, No Hours during trading: 0, Duties: Network Marketing - affiliate for supplement brand "Modere". Self-employed, paid via 1099. I*3827298 Entity Type: Entity For Profit Name of OBA: Cornerstone Travel Address: Shelby Township, Michigan, 48316 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 03/01/2026 Number of Hours: 5, Weekly Number of Hours during trading: 0, Weekly Duties: Affiliate for travel bookings Travel bookings affiliate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-22 |
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