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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-31 |
Branch Locations
42714 Woodward Ave, B, Bloomfield Hills, MI 48304 • United States
1065 Andrew Drive, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bloomfield Hills | MI | 08/2016 | Present |
| Wealthcare Advisory Partners Llc | Bloomfield Hills | MI | 02/2018 | 05/2023 |
| Integrated Wealth Concepts, Llc | Bloomfield Hills | MI | 01/2023 | 03/2025 |
| Blue And Co, Llc (Formerly Mellen, Smith & Pivoz Plc | Bingham Farms | MI | 12/2007 | Present |
| Wealthcare Advisory Partners Llc | Bloomfield Hills | MI | 03/2025 | Present |
1) Mr. Pivoz is dually registered as an investment advisor representative with WealthCare Advisory Partners LLC ("WCAP") and as a registered representative with LPL Financial LLC ("LPL Financial"). Business is conducted from 42714 Woodward Ave, B, Bloomfield Hills, MI 48304. Approximately 50% of Mr. Pivoz's time is for services as an investment advisor representative of WCAP and the balance as a registered representative of LPL Financial. 2) Blue and Co LLC; Not investment-related; 30800 Telegraph Rd, 2800, Bingham Farms, MI. 48025; CPA; Tax and accounting services; Full-time position. 3) Wealthcare Management Services; Investment-related; Doing Business As ("DBA") name for investment advisory activities via Wealthcare Advisory Partners LLC; Investment Advisor Representative; Full-time position.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-08 |
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