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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-19 |
Branch Locations
3069 University Dr #200, Auburn Hills, MI 48326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alidade Capital | Bloomfield Hills | MI | 01/2017 | Present |
| Pricewaterhouse Coopers, Llp | Detroit | MI | 08/2015 | 01/2017 |
| Woodbury Financial Services Inc | Auburn Hills | MI | 09/2018 | 01/2024 |
| Osaic Wealth, Inc. | Auburn Hills | MI | 01/2024 | Present |
1) FIVE STAR REALTY POSITION: Agent NATURE: Real Estate Agency-LLC structure INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2019 ADDRESS: 2600 Auburn Rd, Suite 220, Auburn Hills MI 48326, United States DESCRIPTION: Working with Friends and Family in regards to buying and selling real estate 2) B&B CAPITAL PARTNERS, LLC & FAETANO INVESTMENTS, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2015 ADDRESS: 3505 Mountain Laurel Court, Oakland Twp MI 48363, United States DESCRIPTION: Self-manage real estate residential portfolio 3) WIKLUND & BOND FINANCIAL SERVICES, LLC POSITION: N/A NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 3069 University Dr, Suite 200, Auburn Hills MI 48326, United States DESCRIPTION: The two partners in the firm have group health and benefit plans; I don't plan to operate in this arena but my office is housed in the same location as the home office for these operations. 4) REDFERN CPAS, PLLC POSITION: Owner NATURE: LLC - Single Member INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2022 ADDRESS: 804 Augusta Ct, Rochester Hills MI 48309, United States DESCRIPTION: Accounting / Tax Prep CPA Practice. Focusing on small business accounting and tax prep. 5) ESPRESSO REAL ESTATE POSITION: Agent NATURE: Real Estate Agency-LLC structure INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2019 ADDRESS: 2600 Auburn Rd, Suite 220, Auburn Hills MI 48326, United States DESCRIPTION: Working with Friends and Family in regards to buying and selling real estate 6) NNRG POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2021 ADDRESS: 804 Augusta Ct, Rochester Hills MI 48309, United States DESCRIPTION: Selling of whole life insurance (IBC type policies). 7) BROOKWOOD HOA COUNCIL BOARD MEMBER POSITION: Board Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 989 Brookwood Lane East, Rochester Hills MI 48309, United States DESCRIPTION: I'm one of the eighteen members of the HOA for my neighborhood. I'm on the long range planning committee - I do NOT have access to treasury or checkbook access for the entity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-17 |
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