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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 |
| CO | RA | APPROVED | 2024-01-05 |
| 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 Securities, Inc | Bloomfield Hills | MI | 04/2015 | 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 |
| Bloomfield Hills Financial | Bloomfield Hills | MI | 04/2015 | 11/2021 |
| Osaic Wealth, Inc. | Denver | CO | 08/2024 | Present |
1)Bloomfield Hills Advisory; investment related;300 E Long Lake, Suite 125,Bloomfield Hills, MI 48304;llc;wealth advisor,co-founder;1/5/2024;160 hrs./month;130 hrs. during trading; financial planning with clients, investment management, daily financial activities as needed, management of team and operations 2)FIXED INSURANCE POSITION: insurance agent/producer NATURE: fixed insurance/annuity business INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/05/2024 ADDRESS: 300 E Long Lake, Suite 125, Bloomfield Hills MI 48304, United States DESCRIPTION: fixed insurance and fixed annuity business conducted direct or through FMO 3) JPR WEALTH MANAGEMENT,LLC POSITION: wealth advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/05/2024 ADDRESS: 8575 W Prentice Ave, Littleton CO 80123, United States DESCRIPTION: financial planning with clients, investment management, daily financial activities as needed
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-03 |
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