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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-24 |
| MI | RA | APPROVED | 2024-01-05 |
| TX | RA | APPROVED | 2024-01-05 |
Branch Locations
300 E Long Lake Road Suite 125, Bloomfield Hills, MI 48304 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securites, Inc. | San Diego | CA | 02/2015 | 09/2022 |
| First Allied Advisory Services, Inc. | San Diego | CA | 08/2016 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 08/2016 | 11/2020 |
| Sageview Advisory Group, Llc | Newport Beach | CA | 09/2021 | 01/2024 |
| Cetera Advisors Llc | Livonia | MI | 09/2022 | 01/2024 |
| Cetera Investment Advisors | Schaumburg | IL | 11/2020 | 01/2024 |
| Triad Advisors | Norcross | GA | 01/2024 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 01/2024 | Present |
| Osaic Wealth, Inc. | Bloomfield Hills | MI | 08/2024 | Present |
1) BLOOMFIELD HILLS ADVISORY,LLC POSITION: wealth advisory NATURE: llc INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/05/2024 ADDRESS: 300 E Long Lake Road, Suite 125, Bloomfield Hills MI 48304, United States DESCRIPTION: financial planning with clients, investments, daily financial activities as needed, meet with clients 2) INSURANCE POSITION: insurance representative NATURE: fixed insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/05/2024 ADDRESS: 620 Allen St, Ferndale MI 48220, United States DESCRIPTION: explaining various insurance company options for clients, researching appropriate options for clients, executing paperwork 3) AZ ADVISORY,LLC POSITION: wealth advisor NATURE: llc INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2024 ADDRESS: 620 Allen St, Ferndale MI 48220, United States DESCRIPTION: this is a pass through entity for my security business and is not held out to the public
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-09 |
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