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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-19 |
Branch Locations
7305 Grand River Ave Suite 600, Brighton, MI 48114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Southfield | MI | 05/2016 | 02/2017 |
| Foresters Financial Services | Southfield | MI | 02/2017 | 03/2019 |
| Minnesota Life Insurance Company | St. Paul | MN | 03/2019 | 03/2023 |
| Securian Financial Services Inc | St. Paul | MN | 03/2019 | 03/2023 |
| Wealth Strategies Financial Group | Southfield | MI | 03/2019 | 03/2023 |
| Doordash | Redford Charter Twp | MI | 10/2021 | 11/2022 |
| Woodbury Financial Services Inc | Brighton | MI | 03/2023 | 01/2024 |
| Osaic Wealth, Inc. | Brighton | MI | 01/2024 | Present |
1) INSURANCE AGENT - ZACHARY SNYDER POSITION: insurance agent NATURE: Selling fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2019 ADDRESS: 403 E Grand River Ave, Brighton MI 48116, USA DESCRIPTION: Selling fixed insurance products. 2) NextGen Wealth Services POSITION: Wealth Manager NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/06/2023 ADDRESS: 403 E Grand River Ave, Brighton MI 48116, United States DESCRIPTION: DBA firm name (NextGen Wealth Services)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-25 |
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