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41700 Hayes Road Suite A, Clinton Township, MI 48038 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
41700 Hayes Road Suite A, Clinton Township, MI 48038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Wealth Advisors, Llc | Clinton Township | MI | 10/2015 | Present |
| Bruss Realty, Llc | Clinton Township | MI | 10/2014 | Present |
| Stewart And Bruss, Pc | Clinton Township | MI | 05/2011 | Present |
| Freestar Financial Credit Union | Clinton Township | MI | 09/2012 | Present |
Bruss Realty, LLC Investment related: Yes Address: Clinton Township, MI Nature/title: Real Estate broker Start date:10/2014 Hours/month: 25 Hours during security hours: 10 Description: Real Estate Name: Steward and Bruss, PC Investment related: no Address: Clinton Township, MI Nature/title: Attorney Start date: 05/2011 Hours/month: 100 Hours during security hours: 50 Description: estate planning, estate administration and real estate law Name: FreeStar Financial Credit Union Investment related: yes Address: Clinton Township, MI Nature/title: Board of Directors Start date: 09/2012 Hours/month: 8 Hours during security hours: 0 Description: votes on bank related decisions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-30 |
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