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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-22 |
| MI | RA | APPROVED | 2023-06-29 |
Branch Locations
50 W Big Beaver Rd Suite 600, Troy, MI 48084 • United States
757 S Main Street, Plymouth, MI 48170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buschs Fresh Food | West Bloomfield | MI | 08/2018 | 05/2021 |
| Horizon Advisers | Troy | MI | 05/2021 | Present |
| Student- High School | West Bloomfield | MI | 08/2015 | 05/2019 |
| Cetera Advisor Networks | El Segundo | CA | 06/2021 | 10/2022 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 06/2022; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: HORIZON ADVISERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2021; POSITION/TITLE/RELATIONSHIP: OPERATIONS ANALYST; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: HELP WITH ADMINISTRATION AND HOUSEHOLDING DUTIES SUCH AS ORGANIZING REDTAIL AND THE OTHER PLATFORMS WE USE. I ALSO PREPARE OUR ADVISOR REVIEW MEETINGS BY RUNNING STATEMENTS AND MAKING SURE FINANCIAL PLANS ARE ORGANIZED, ACCURATE, AND UP TO DATE. 3. NAME OF OTHER BUSINESS: EFRUSY FINANCIAL GROUP LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 09/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FEES AND COMPENSATION;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-23 |
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