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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-09-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bradford Financial Advisors | Brighton | MI | 06/2015 | 10/2018 |
| Voya Financial Advisors, Inc. | Brighton | MI | 03/2017 | 10/2018 |
| Founders Financial Securities Llc | Towson | MD | 10/2018 | Present |
1) 7 Pillars Wealth Management LLC; DBA; Investment Related; 5088 S. Old US Hwy 23, Brighton, MI 48114; Agent- Health, Medicare, Life, Disability, & Long Term Care Insurance To Clients; 160 Hrs Per Month during security trading hours; Provide Recommendations And Implement Insurance Solutions To Meet The Needs Of Clients Through Various Insurance Companies. 2) Brighton Area Schools, Non-Investment related, 125 South Church St. Brighton MI 48116, School, Substitute teacher started 9/6/2022, 20 hours/month, 20 hours/month outside of securities trading hours. Substitute teach for different subjects Grades K-12. 3) St. Patrick School, Non-Investment related, 100 Charles H. Orndorff Dr.. Brighton MI 48116, School, Substitute teacher started 9/6/2022, 20 hours/month, 20 hours/month outside of securities trading hours. Substitute teach for different subjects Grades K-12. 4) Amazon; Non-Investment related;1024 W Main St. Brighton, MI 48116; Start Date: 05/16/23; Amazon Affiliate; 4 hrs. per month; 2 hrs. during trading; Try Amazon products, provide reviews to consumers 5) Focus Group Affiliates; Non-Investment Related; 1024 W Main St. Brighton, MI 48116; Start Date: 05/16/23; Focus Group participant and Interviewer; 4 hrs. per month; 2 hrs. during trading; Focus group participate, provide feedback and insight on products. 6) Gentle Strength Spiritual Counseling; Brighton MI; Spiritual Counselor; Meeting with people who need spiritual direction; 4 hours/mo; 4 hours during trading. 7) Dominican Sisters of Mary, Mother of the Eucharist; Ann Arbor, MI; Start 6/2026; Major Gift Officer; Meet with donors for organization; 40 hours per month; 30 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-14 |
| S66 | Uniform Combined State Law Examination | 2019-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-13 |
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