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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-07-22 |
| CA | RA | APPROVED | 2026-03-12 |
| NC | RA | APPROVED | 2024-12-05 |
| OH | RA | APPROVED | 2022-01-10 |
| IN | RA | APPROVED | 2021-11-02 |
| GA | RA | APPROVED | 2021-09-29 |
| NV | RA | APPROVED | 2021-05-25 |
| MI | RA | APPROVED | 2021-03-17 |
| AZ | RA | APPROVED | 2019-11-06 |
| TN | RA | APPROVED | 2019-10-30 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oracle Corporation | Redwood City | CA | 10/2014 | 10/2017 |
| Capital Choice Financial Services | Greensboro | GA | 10/2017 | Present |
| Ameritas Investment Corp | Lincoln | NE | 01/2019 | 10/2019 |
*Capital Choice Financial Services; same as branch; inv rel; helping people understand money, to get out of debt, build up savings, invest for the future, protect the plan with insurance and protect income in retirement with annuities; Associate Marketing Director; start date=10/2017; hrs/mo=160; trading hrs/mo=160; financial coach for the debt, agent for the insurance companies *F&M Capital, LLC; Partner; Short-term real estate rentals; approx. 1 hour per month; approx. 0 hours per month during trading hours;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-22 |
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