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512 N. Main Street Ste. 100, Royal Oak, MI 48067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-13 |
Branch Locations
1991 Crocker Rd Suite 220, Westlake, OH 44145 • United States
512 N. Main Street Ste. 100, Royal Oak, MI 48067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dumbstruck Inc | Schenectady | NY | 01/2019 | 06/2020 |
| Complex Media | New York | NY | 04/2016 | 12/2018 |
| Westminster Financial Securities, Inc. | Dayton | OH | 06/2020 | 10/2021 |
| Stifel Independent Advisors, Llc | Westlake | OH | 10/2021 | 01/2024 |
| Westminster Financial Securities, Inc. | Westlake | OH | 01/2024 | 07/2026 |
| Royal Oak Financial Advisors, Llc | Royal Oak | MI | 07/2026 | Present |
1. LAMPHERE HIGH SCHOOL; NON-INVESTMENT RELATED; MADISON HEIGHTS, MI, 48071; HIGH SCHOOL BASKETBALL; VOLUNTEER ASSISTANT COACH, OCTOBER 2025; 15 HRS/WK;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-31 |
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