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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-08-02 |
Branch Locations
28411 Northwestern Hwy Suite 1300, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwood University | Midland | MI | 08/2017 | 05/2021 |
| United Parcel Service | Shelby | MI | 12/2020 | 01/2021 |
| Michigan Financial Companies | Southfield | MI | 06/2020 | 08/2020 |
| United Parcel Service | Madison Heights | MI | 12/2019 | 01/2020 |
| Matick Toyota | Macomb | MI | 07/2019 | 08/2019 |
| United Parcel Service | Madison Heights | MI | 12/2018 | 01/2019 |
| Matick Toyota | Macomb | MI | 06/2018 | 08/2018 |
| United Parcel Service | Madison Heights | MI | 12/2017 | 01/2018 |
| Matick Toyota | Macomb | MI | 06/2017 | 08/2017 |
| Unemployed | Macomb | MI | 04/2011 | 05/2017 |
| Royal Alliance | Southfield | MI | 05/2021 | Present |
1) MICHIGAN FINANCIAL COMPANIES - SECURITIES POSITION: Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2022 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 2) MICHIGAN FINANCIAL COMPANIES - FIXED INSURANCE POSITION: Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 02/01/2022 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/Marketing of Fixed Annuities and Non-Variable Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-29 |
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