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2565 West Maple Rd, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-22 |
Branch Locations
2565 West Maple Rd, Troy, MI 48084 • United States
1668 South Telegraph Road, Suite 100, Bloomfield, MI 48302 • 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 |
|---|---|---|---|---|
| Secure Asset Management, Llc | Troy | MI | 05/2026 | Present |
| Secure Investors Group, Llc | Troy | MI | 05/2026 | Present |
| Glp Financial Group | Farmington | MI | 07/2025 | 04/2026 |
| Glp Investment Services | Farmington | MI | 10/2025 | 04/2026 |
| Trion Solutions | Troy | MI | 12/2019 | 07/2020 |
| Four Star Valet | Troy | MI | 01/2021 | 05/2021 |
| Ameriprise Financial / Cornerstone Financial Group | Troy | MI | 06/2023 | 04/2024 |
| Ameriprise Financial / Fit Financial Group | Troy | MI | 05/2021 | 06/2023 |
| Pnc Investments, Llc | Lapeer | MI | 04/2024 | 08/2024 |
| Edward Jones | St. Louis | MO | 08/2024 | 11/2024 |
| Epi Financial Group, Llc | Troy | MI | 11/2024 | 05/2025 |
| Full-Time Student | Sterling Heights | MI | 08/2014 | 05/2021 |
| Epi Protection, Llc | Troy | MI | 11/2024 | 05/2025 |
| Hub Real Estate Solutions | Royal Oak | MI | 03/2025 | 06/2025 |
| Verified Sensations, Inc. | Canton | MI | 12/2022 | Present |
| Lpt Realty / Keller Williams Paint Creek | Royal Oak | MI | 06/2025 | 02/2026 |
| Asset Allocation Strategies, Llc | Farmington | MI | 07/2025 | 04/2026 |
| Advanced America | Chesterfield | MI | 06/2019 | 12/2019 |
| Icon Valet | Royal Oak | MI | 01/2023 | 02/2023 |
| Citrin | Troy | MI | 01/2021 | 03/2021 |
| Tmc Transportation | Des Moines | IA | 07/2025 | 09/2025 |
| Icon Valet | Troy | MI | 09/2025 | 02/2026 |
| Stephan Group Real Estate Brokerage | Royal Oak | MI | 02/2026 | 04/2026 |
| Somerset Brokers Holding, Llc | Royal Oak | MI | 04/2026 | Present |
(1) Secure Investors Group, LLC | Investment-related | Troy, MI | Nature: Insurance | Position: Insurance Agent | Start Date: 05/2026 | (2) Somerset Brokers Holding, LLC | Investment-related | Royal Oak, MI | Nature: Real Estate | Position: Real Estate Advisor | Start Date: 04/2026 | Approximately 4 Hours/month, 0 During Trading Hours | Duties: Refer Individuals interested in buying/selling real estate. (3) Verified Sensations, Inc. | Investment-related | Canton, MI | Nature: Real Estate | Position: Owner | Start Date: 12/2022 | Approximately 0 Hours/month | Duties: None. Business is a real estate holding company. (4) Oakland University SOAR Committee & Young Alumni Committee | Non-investment-related | Rochester, MI | Nature: Student outreach | Start Date: 06/2026 | Approximately 5 Hours/month, 0 During Trading Hours | Duties: Student and alumni engagement with university affairs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-11 |
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