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225 West Jefferson Avenue, Suite 2, Naperville, IL 60540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-21 |
Branch Locations
225 West Jefferson Avenue, Suite 2, Naperville, IL 60540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Michigan | Ann Arbor | MI | 05/2015 | 07/2019 |
| Bright Edge | Cleveland | OH | 07/2019 | 08/2019 |
| Health Data Specialists | Ann Arbor | MI | 11/2019 | 08/2020 |
| Vintage Financial | Ann Arbor | MI | 08/2020 | 09/2020 |
| Collier Financial | Ann Arbor | MI | 11/2020 | 05/2021 |
| Foster & Motley, Inc. | Cincinnati | OH | 05/2021 | 10/2021 |
| Atob | Ann Arbor | MI | 10/2021 | 03/2022 |
| Inveniam.iO | Novi | MI | 03/2022 | 01/2025 |
| Maripau Wealth Management | Fort Wayne | IN | 10/2023 | 01/2025 |
| Windrock Wealth Management | Naperville | IL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-15 |
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