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1555 Broadway St, Detroit, MI 48226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-26 |
Branch Locations
1555 Broadway St, Detroit, MI 48226 • United States
4031 Colonel Glenn Highway, Suite 131, Beavercreek, OH 45431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial Resources | Beavercreek | OH | 01/2016 | Present |
| Piqua City Schools | Piqua | OH | 08/2012 | 07/2017 |
| Heritage Financial Resources Wealth Management, Llc | Beavercreek | OH | 04/2020 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 11/2021 | 03/2025 |
| Gradient Advisors, Llc. | Arden Hills | MN | 05/2020 | 11/2021 |
| Signal Advisors Wealth, Llc | Detroit | MI | 03/2025 | Present |
INSURANCE AGENT- INVESTMENT RELATED- BEAVERCREEK, OH, INSURANCE SALES, AGENT, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-09 |
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