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8031 Ortonville Road Suite 210, Clarkston, MI 48348 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-04-17 |
Branch Locations
8031 Ortonville Road Suite 210, Clarkston, MI 48348 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 08/2016 | 01/2018 |
| Verde Capital Management, Inc. | Clarkston | MI | 01/2018 | Present |
1) Member; Millpond Bed and Breakfast, LLC; Investment Related: Yes; Location: 155 N. Main St. Village of Clarkston, MI 48348; Description of the business: Airbnb property used to generate income; Responsibilities Duties: Minor duties including house maintenance as needed and social media marketing.; Start date with business: 2020-10-07; Hours devoted to business during trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 1; 2) Representative; Sedera; Investment Related: No; Location: 7171 Southwest Parkway, Building 300, Suite 350, Austin, TX 78735; Description of the business: Medical cost sharing for groups and individuals; Responsibilities Duties: Talking to Verde Capital Management clients and prospects about Sedera. Helping them sign up and navigating the system.; Start date with business: 2021-02-15; Hours devoted to business during trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 1;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-07 |
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