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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-06-14 |
Branch Locations
48646 Gratiot Avenue, Chesterfield, MI 48051 • 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 |
|---|---|---|---|---|
| Raymond James (Producer's Choice) | Troy | MI | 11/2015 | 02/2018 |
| Mass Mutual Life Insurance Co | Clinton Township | MI | 02/2018 | 03/2019 |
| Mml Investors Services, Llc | Clinton Township | MI | 02/2018 | 03/2019 |
| Sigma Financial Corporation | Ann Arbor | MI | 03/2019 | 06/2024 |
| Triad Advisors | Atlanta | GA | 06/2024 | 08/2024 |
| Osaic Advisory Services | Atlanta | GA | 06/2024 | Present |
| Osaic Wealth, Inc. | Chesterfield | MI | 08/2024 | Present |
1) LICENSED INSURANCE AGENT POSITION: Insurance agent NATURE: Sell life insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 02/27/2018 ADDRESS: 48646 Gratiot Ave, Chesterfield MI 48051, United States DESCRIPTION: Sell life insurance products 2)JOBIN FINANCIAL, INC. POSITION: Certified Financial Planner NATURE: W2 Employee of Jobin Financial LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2018 ADDRESS: 48646 Gratiot Ave, Chesterfield MI 48051, United States DESCRIPTION: I am a W2 employee for Kyle Jobin, owner of Jobin Financial. I receive a salary. 3) RUSSO CAPITAL LLC POSITION: Owner / Member NATURE: S corporation LLC. Address is my home address. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/14/2018 ADDRESS: 21484 Sienna Dr, Macomb MI 48044, United States DESCRIPTION: This is my S corp LLC that my 1099 income runs through for income tax purposes at the direction of my accountant. 4)LIFE SKILLS CENTERS, INC. POSITION: Board President NATURE: I am the current Board President of Life Skills Centers, Inc., a 501c3 non-profit. I have served on the Board of Directors since January 2015. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2015 ADDRESS: PO Box 380676, Clinton Township MI 48051, United States DESCRIPTION: As a board member, I provide oversight of the strategic and financial direction of the company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-12 |
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