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445 S. Livernois Rd., Suite 105, Rochester Hills, MI 48307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-12 |
Branch Locations
445 S. Livernois Rd., Suite 105, Rochester Hills, MI 48307 • 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 |
|---|---|---|---|---|
| Zf North America/ Twr | Livonia | MI | 01/2017 | 11/2017 |
| Dfcu Financial | Livonia | MI | 06/2015 | 10/2016 |
| J.P. Morgan Securities Llc | Orchard Lake | MI | 03/2019 | 02/2021 |
| Foguth Financial Group | Brighton | MI | 02/2021 | 04/2021 |
| Wayne State University | Detroit | MI | 04/2021 | 10/2021 |
| Jpmorgan Chase Bank Na | Orchard Lake | MI | 03/2019 | 02/2021 |
| Mass Mutual Life Insurance Company | Southfield | MI | 04/2018 | 02/2019 |
| Wayne State University | Detroit | MI | 12/2017 | 03/2018 |
| Mml Investors Services Llc | Southfield | MI | 06/2018 | 02/2019 |
| Bryan Smith | Troy | MI | 12/2021 | 07/2022 |
| Mike Sosnoski And Bryan Smith | Troy | MI | 10/2021 | 07/2022 |
| Northwestern Mutual Investment Services Llc | Troy | MI | 10/2021 | 07/2022 |
| Mml Investors Services Llc | Southfield | MI | 11/2022 | 04/2023 |
| Massmutual Life Insurance Co | Southfield | MI | 08/2022 | 11/2022 |
| Harbor Light Planning, Llc | Novi | MI | 04/2023 | 09/2023 |
| Ameriprise Financial Services, Llc | Novi | MI | 09/2023 | 05/2025 |
| Smith And Associates | Novi | MI | 09/2023 | 05/2025 |
| Stoney Creek Advisors Llc | Rochester Hills | MI | 06/2025 | Present |
Board of Directors; Dorazio; Angelo; Treasurer; 39200 5 Mile Rd , , Livonia, MI, 48154; Not Investment-Related; 09/01/2021; 1 to 9 hours per month; 0 during trading hours. Italian American Club of Livonia Charitable Foundation, 39200 5 Mile Rd Livonia, MI 48154, Position: Treasurer, Responsibilities: 4 quarterly meetings a year to discuss efforts in organizing dinners, tents, events to further the Italian culture and provide scholarships and donations to various organizations promoting language, culture, art, ect in the Italian community, No commissions or direction of invested funds, Number of hours spend on this outside business activity: 3, (734) 953-1137, https://italianamericanclublivonia.com/.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-22 |
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