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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-30
CO RA APPROVED 2026-01-05
MI RA APPROVED 2026-01-05
  • TX RA
    APPROVED
    Since 2026-01-30
  • CO RA
    APPROVED
    Since 2026-01-05
  • MI RA
    APPROVED
    Since 2026-01-05

Branch Locations

9000 East Nichols Ave Suite 180, Centennial, CO 80112 • United States

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

300 E Long Lake Road Suite 125, Bloomfield Hills, MI 48304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cig Capital Advisors Southfield MI 02/2016 05/2018
Cig Securities, Inc. Southfield MI 02/2016 05/2018
Cig Asset Management Southfield MI 02/2016 05/2018
Cig Risk Management, Inc. Southfield MI 02/2016 05/2018
Bloomfield Hills Financial Bloomfield Hills MI 01/2026 Present
First Allied Securities, Inc San Diego CA 06/2018 03/2020
First Allied Advisory Services, Inc San Diego CA 06/2018 03/2020
First Allied Securities, Inc San Diego CA 06/2018 09/2022
First Allied Advisory Services, Inc San Diego CA 03/2020 11/2020
First Allied Advisory Services Schaumburg IL 11/2020 01/2026
Sageview Advisory Group, Llc Newport Beach CA 09/2021 01/2026
Cetera Advisors Llc Bloomfield Hills MI 09/2022 01/2026
Osaic Wealth Scottsdale AZ 01/2026 Present
Osaic Advisory Services Atlanta GA 01/2026 Present
  • 02/2016 → 05/2018
    Cig Capital Advisors
    Southfield, MI
  • 02/2016 → 05/2018
    Cig Securities, Inc.
    Southfield, MI
  • 02/2016 → 05/2018
    Cig Asset Management
    Southfield, MI
  • 02/2016 → 05/2018
    Cig Risk Management, Inc.
    Southfield, MI
  • 01/2026 → Present
    Bloomfield Hills Financial
    Bloomfield Hills, MI
  • 06/2018 → 03/2020
    First Allied Securities, Inc
    San Diego, CA
  • 06/2018 → 03/2020
    First Allied Advisory Services, Inc
    San Diego, CA
  • 06/2018 → 09/2022
    First Allied Securities, Inc
    San Diego, CA
  • 03/2020 → 11/2020
    First Allied Advisory Services, Inc
    San Diego, CA
  • 11/2020 → 01/2026
    First Allied Advisory Services
    Schaumburg, IL
  • 09/2021 → 01/2026
    Sageview Advisory Group, Llc
    Newport Beach, CA
  • 09/2022 → 01/2026
    Cetera Advisors Llc
    Bloomfield Hills, MI
  • 01/2026 → Present
    Osaic Wealth
    Scottsdale, AZ
  • 01/2026 → Present
    Osaic Advisory Services
    Atlanta, GA
Previous Registrations
Other Businesses

1. BLOOMFIELD HILLS ADVISORY POSITION: Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2026 ADDRESS: 300 East Long Lake, Suite 125, Bloomfield Hills MI 48304, United States DESCRIPTION: Registered representative - provide financial planning advice and solutions to clients financial needs. 2. BLOOMFIELD HILLS ADVISORY POSITION: Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2026 ADDRESS: 300 East Long Lake, Suite 125, Bloomfield Hills MI 48304, United States DESCRIPTION: Insurance Representative

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-31
  • S66 Uniform Combined State Law Examination
    2016-10-31
Other Names
  • William Kessel

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