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7600 Grand River Road Suite 150, Brighton, MI 48114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-07 |
Branch Locations
7600 Grand River Road Suite 150, Brighton, MI 48114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 08/2014 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 08/2014 | 03/2019 |
| Woodbury Financial Services, Inc. | Brighton | MI | 03/2019 | 08/2019 |
| Woodbury Financial Services, Inc. | Brighton | MI | 03/2019 | 08/2019 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 08/2019 | Present |
| Pinnacle Wealth Management, Inc. | Brighton | MI | 08/2019 | 12/2024 |
| Pinnacle Tax Advisory | Brighton | MI | 08/2019 | 01/2025 |
| Forever Young Tax Advisory | Brighton | MI | 01/2025 | Present |
| Pks Advisory Services, Llc | Brighton | MI | 01/2025 | Present |
| Forever Young Wealth Management Llc | Brighton | MI | 10/2013 | Present |
| Forever Young Wealth Management Llc | Brighton | MI | 02/2025 | Present |
1) Forever Young Integrated Wealth. Investment Related. At Registered Location. RIA. Advisor. Start Date: 1/14/2025. 160 hrs/ month; all during trading hours. Investment Advisor 2) Rental Property. Non-Investment Related. 7600 Grand River Road, Suite 200, Brighton, MI 48114. Rent spare office of her lease space. Owner. 0hrs/mo. Collect rent. 3) PURSHE KAPLAN STERLING INVESTMENTS. Investment Related. At Registered Location. Broker Dealer. Registered Representative. START DATE: 08/2019. 160 hrs/ month; all during trading hours. Provide advice to clients. 4) Forever Young Tax Advisory. Non-Investment Related. Owner. Start 11/2024. 4hr/mo, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-25 |
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