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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-03 |
| MI | RA | APPROVED | 2022-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| America Group Retirement Strategy Centers | Southfield | MI | 02/2016 | 12/2018 |
| Lpl Financial, Llc | Howell | MI | 02/2016 | 12/2018 |
| Mass Mutual Life Insurance Company | Brighton | MI | 01/2019 | 10/2020 |
| Ae Wealth Management, Llc | Topeka | KS | 10/2020 | 11/2022 |
| Ae Financial Services, Llc | Topeka | KS | 10/2020 | 11/2022 |
| Strickler Jones Financial Group | Brighton | MI | 01/2019 | 06/2021 |
| Mass Mutual Investors Services | Brighton | MI | 02/2019 | 10/2020 |
| Jones Retirement Advisors, Llc | Brighton | MI | 06/2021 | 11/2022 |
| Founders Financial Securities Llc | Towson | MD | 12/2022 | Present |
(1) HOWELL ROTARY; NON-INVESTMENT RELATED; GRAND RIVER, HOWELL, MI 48843; START DATE: 12/2018;BOARD MEMBER; 10 HRS PER MONTH; 0 HRS DURING TRADING; PERFORM ADMISTRATIVE TASK FOR BOARD (2) LIVINGSTON COUNTY CATHOLIC CHARITIES; NON-INVESTMENT RELATED; W GRAND RIVER, HOWELL, MI 48843; START DATE: 11/2018; BOARD MEMBER; 5 HRS PER MONTH; 0 HRS DURING TRADING; HELP FACILIATE DAILY BUSINESS FOR LCC (3) 7 Pillars Wealth Management LLC; DBA; Investment Related; 5088 S. Old US Hwy 23, Brighton, MI 48114; Financial Advisor, Agent- Life, Disability, & Long Term Care Insurance To Clients; 100 Hrs Per Month; Provide Recommendations And Implement Insurance Solutions To Meet The Needs Of Clients Through Various Life Insurance Companies (4) AMBER REINEK HOUSE; NON-INVESTMENT RELATED; HAMBURG, MI; START DATE 5/20/2025; BOARD MEMBER FOR 501C3 HOME FOR WOMEN IN RECOVERY; 5 HOURS PER MONTH/ 0 DURING TRADING HOURS. (5) Aeschliman Homes LLC; Howell, MI; Investment Related; Start Date: 10/2025; Rental Property; 5 Hours Per Month/ 0 During Trading; Owner/ Maintenance on Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-26 |
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