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28411 Northwestern Hwy Suite 970, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-30 |
Branch Locations
28411 Northwestern Hwy Suite 970, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Farmington Hills | MI | 02/2016 | 10/2021 |
| New Era Investments, Llc | Southfield | MI | 05/2015 | Present |
| Integrity Insurance Agency, Llc | Southfield | MI | 05/2015 | Present |
| Capital Analysts | Farmington Hills | MI | 08/2020 | 10/2021 |
| Lincoln Investment | Farmington Hills | MI | 08/2020 | 10/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2021 | Present |
| Camerone Wealth Managment | Southfield | MI | 10/2021 | Present |
| New Era Investments Llc | Southfield | MI | 10/2021 | Present |
1) 1. New Era Investments LLC 2. Investment Related 3. 28411 Northwestern Hwy, Suite 970 Southfield Michigan 48034 4. Sale/Service of Fixed Annuities, Life insurance and disability insurance. 5 Insurance Representative 6. 05/2015 7. 100 hrs/mo 8. 5 hrs during trading hrs 9. Sell and service of life and disability as well as fixed annuities. 2) 1. New Era Investments LLC (RIA) 2. Investment Related 3. 28411 Northwestern Hwy, Suite 970 Southfield Michigan 48034 4. Investment Advisory Services 5. Investment Advisor Representative 6. 10/15/2021 7. 100 hrs/mo 8. 5 hrs during trading hrs 9. Providing Investment Advice for Mutual funds and Separate Managed Accounts. 3) 1. Integrity Insurance Agency 2. Investment related 3. 28411 Northwestern Hwy, Suite 970 Southfield Michigan 48034 4. Auto and Homeowners Insurance 5. Insurance Representative 6. 05/2015 7. 5 hrs/mo 8. 1 hrs during trading hrs 9. Quoting Auto and home insurance to existing financial servicing clients 4) 1. TheWebTide 2. Investment Related 3. 27258 Demrick 4. Marketing 5. Owner 6. 08/28/2015 7. 10 hrs/mo 8. 0 hrs during trading hrs 9.Run Marketing Campaigns, as well as Fix and edit websites for small businesses. 5) 1. PKS Financial 2. Investment related 3. 80 state street, Albany NY 12207 4. Fixed / traditional insurance 5. agent 6. 10/2021 7. 10 hrs/mo 8. 10 hrs during trading 9. Sales of fixed / traditional insurance products 6) 1. Fixed Insurance 2. investment related 3. 28411 Northwestern Hwy, Suite 970 Southfield Michigan 48034 4. Fixed / traditional insurance 5. agent 6. 10/2021 7. 10 hrs/mo 8. 10 hrs during trading hrs 9.Sales of Fixed / Traditional insurance products. Commissions are paid from the sales of Fixed Annuities, Variable Annuities, Insurance and or supplemental Insurance. 7) Cityofdetroit457.com, address of registered branch location. Website. Website Owner. Investment Related. Light maintenance that allows city of Detroit to go on to a website get general 457 information and book a appointment on to my calendly schedule. 3-4 hrs/0 during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-23 |
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