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Rochester, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Southfield | MI | 08/2015 | 09/2017 |
| Equity Experts | Auburn Hills | MI | 10/2017 | 07/2020 |
| Diversified Portfolios, Inc. | Bloomfield Hills | MI | 07/2020 | 12/2022 |
| Namesake Group Llc | Rochester | MI | 01/2023 | Present |
| Oak Street Design Llc | Rochester | MI | 06/2017 | Present |
Oak Street Design LLC; Non-investment-related; 1135 N Oak St. Rochester, MI 48307; Residential Design Firm; Title: President - wife is 100% owner of the firm; 40 to 80 hours a Month; 40 to 80 hours during securities trading hours; Duties: bookkeeping, client management and business development.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-18 |
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