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Current Employers
Ele Advisory Services, Inc

18700 W. 10 Mile Road Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-05
TX RA APPROVED_RES 2025-12-01
LA RA APPROVED 2023-08-01
GA RA APPROVED 2021-08-23
  • MI RA
    APPROVED
    Since 2026-01-05
  • TX RA
    APPROVED_RES
    Since 2025-12-01
  • LA RA
    APPROVED
    Since 2023-08-01
  • GA RA
    APPROVED
    Since 2021-08-23

Branch Locations

18700 W. 10 Mile Road Suite 100, Southfield, MI 48075 • United States

Marietta, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ele Wealth Management, Inc. Southfield MI 03/2017 Present
Stars Ad Strikes Woodstock GA 06/2017 09/2017
Lucia's Italian Restaurant Roswell GA 12/2017 03/2018
Kennesaw State University Kennesaw GA 08/2016 05/2021
  • 03/2017 → Present
    Ele Wealth Management, Inc.
    Southfield, MI
  • 06/2017 → 09/2017
    Stars Ad Strikes
    Woodstock, GA
  • 12/2017 → 03/2018
    Lucia's Italian Restaurant
    Roswell, GA
  • 08/2016 → 05/2021
    Kennesaw State University
    Kennesaw, GA
Other Businesses

1. Wealth Builder Program Builder Director and Insurance Agent, ELE Wealth Management, Inc. Located at 18700 W 10 Mile Road, Suite 100, Southfield, MI 48075. Duties: Insurance sales, started: 03/01/2017 (120 hours/month): 2. Investment Advisor Representative, ELE Advisory Services, Inc. Located at 18700 W Ten Mile Rd, Suite #100 Southfield MI 48075. Provides investment advice, started 07/2021 (40 Hours/Month). 3. ELE Mortgage Services, Inc. Located at 18700 W Ten Mile Rd, Suite #100 Southfield MI 48075. Performs administrative tasks associated with a mortgage broker, started 03/2022 (10 Hours/Month).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-01-10
S65 Uniform Investment Adviser Law Examination 2021-08-13
  • S63 Uniform Securities Agent State Law Examination
    2022-01-10
  • S65 Uniform Investment Adviser Law Examination
    2021-08-13

View on SEC IAPD

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