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1909 East Big Beaver, Troy, MI 48083 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED | 2026-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Auburn Hills | MI | 12/2014 | 07/2022 |
| Prudential Insurance Company Of America | Auburn Hills | MI | 12/2014 | 07/2022 |
| Pruco Securities, Llc. | Auburn Hills | MI | 12/2020 | 07/2022 |
| Greystone Financial Group, Llc | Bloomfield Hills | MI | 07/2022 | 01/2026 |
| Vertrix Wealth Management, Llc | Troy | MI | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-16 |
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