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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-03-19 |
| IN | RA | APPROVED | 2024-11-20 |
| IL | RA | APPROVED | 2023-12-18 |
| OH | RA | APPROVED | 2023-10-29 |
| WA | RA | APPROVED | 2023-10-27 |
| GA | RA | APPROVED | 2023-10-04 |
| FL | RA | APPROVED | 2023-10-03 |
| KS | RA | APPROVED | 2023-10-02 |
| MI | RA | APPROVED | 2023-10-02 |
| MO | RA | APPROVED | 2023-10-02 |
| MT | RA | APPROVED | 2023-10-02 |
| NC | RA | APPROVED | 2023-10-02 |
Branch Locations
755 West Big Beaver Rd, Troy, MI 48084 • United States
6020 East Fulton, Ada, MI 49301 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors Llc | Scottsdale | AZ | 02/2021 | 09/2023 |
| Stoneridge, Inc. | Novi | MI | 05/2019 | 02/2021 |
| Stoneridge, Inc. | Novi | MI | 10/2017 | 05/2019 |
| Deloitte & Touche Llp | Detroit | MI | 09/2004 | 10/2017 |
| Usa Financial Securities | Ada | MI | 10/2023 | Present |
| Gnz Financial | Troy | MI | 10/2023 | Present |
1) GNZ FINANCIAL LLC - 755 WEST BIG BEAVER RD. SUITE 200, TROY, MI 48084. START DATE 09/01/2023. AGENT. LIFE & HEALTH INSURANCE. PROVIDE CLIENTS WITH LIFE INSURANCE AND ANNUITY SOLUTIONS AS PART OF THEIR OVERALL FINANCIAL AND RISK MANAGEMENT PLAN. INVESTMENT RELATED. 15 HOURS PER MONTH DEVOTED TO BUSINESS. 15 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2) TITLED NORTH - 2953 LEYTON COURT, ROCHESTER HILL, MI - START DATE 09/01/2023. OWNER, LIFESTYLE COMPANY - ADVENTURES AND BLOG. WEBSITE THAT IS A LIFESTYLE COMPANY FOCUSING ON CONNECTING INDIVIDUALS TO EVENTS AND STORIES RELATED TO OUTDOOR ADVENTURES AND THE LOCAL COMMUNITY. NOT INVESTMENT RELATED. 1 HOUR PER MONTH DEVOTED TO BUSINESS. 0 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3.) GNZ FINANCIAL - WEALTH.COM - 755 WEST BIG BEAVER RD. SUITE 200, TROY, MI 48084. START DATE 12/19/2025. THIRD PARTY VENDOR SERVICES. FINANCIAL ADVISOR CAN FACILITATE ACCESS TO THIRD-PARTY TECHNOLOGY THAT SUPPORT THE PREPARATION OF VARIOUS ESTATE PLANNING DOCUMENTS FOR CLIENTS. NOT INVESTMENT RELATED. 10 HOURS PER MONTH DEVOTED TO BUSINESS. 10 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-01 |
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