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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-10 |
| KY | RA | APPROVED | 2024-01-19 |
| MI | RA | APPROVED | 2024-01-19 |
Branch Locations
38600 Van Dyke Avenue Suite 230, Sterling Heights, MI 48312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Sterling Heights | MI | 05/2012 | 11/2017 |
| Woodbury Financial Services Inc | Sterling Heights | MI | 11/2017 | 01/2024 |
| Osaic Wealth, Inc. | Sterling Heights | MI | 01/2024 | Present |
1. PLATINUM WEALTH MANAGEMENT GROUP POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/16/2009 ADDRESS: 38600 VAN DYKE AVENUE, SUITE 230, STERLING HEIGHTS MI 48073, United States DESCRIPTION: Insurance agent for Platinum Wealth Management Group offering life insurance, disability insurance, long term care insurance, and fixed annuities for comissions. 2. HAPPY PLANT STAND POSITION: owner NATURE: Selling Bonsai, stands, benches, and tables INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 07/24/2023 ADDRESS: 529 Parkdale Ave, Royal Oak MI 48073, United States DESCRIPTION: Owner/operator
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-14 |
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