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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED_RES | 2024-11-08 |
Branch Locations
6960 Orchard Lake Road Ste 120, West Bloomfield, MI 48322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Southfield | MI | 12/2015 | 01/2017 |
| Fsc Securities Corp | Atlanta | GA | 01/2017 | 11/2019 |
| Arbor Point Advisors | West Bloomfield | MI | 11/2019 | 11/2024 |
| Securities America, Inc. | West Bloomfield | MI | 11/2019 | 06/2024 |
| Osaic Wealth, Inc. | West Bloomfield | MI | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. INSURANCE POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/08/2019 ADDRESS: 6960 Orchard Lake Road, Suite 120, West Bloomfield MI 48322 DESCRIPTION: Solicit based on client needs. 2. MICHIGAN 401(K) CONSULTANTS AND PRIVATE WEALTH MANAGEMENT POSITION: CEO NATURE: Wealth management and advisory services to individuals and corporate plans. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 1 START DATE: 07/26/2019 ADDRESS: 248-906-2010, 6960, West Bloomfield MI 48322 DESCRIPTION: Provide full financial planning services for individuals. Provide fiduciary services and participant education for 401(k) plans. 3. BRAND FINANCIAL SOLUTIONS, INC. POSITION: Owner NATURE: Advisory services for individual and family retirement and insurance. Corporate retirement plan assistance for business owners and employees. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2021 ADDRESS: 4287 BARCROFT WAY, West Bloomfield MI 48323 DESCRIPTION: Individual wealth management, Retirement planning, Investment management, corporate retirement assistance. 4. BLOOMFIELD HILLS HIGH SCHOOL VARSITY TENNIS COACH POSITION: Varsity Tennis Coach NATURE: Bloomfield Hills High School Varsity Tennis Coach INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 4 START DATE: 04/03/2023 ADDRESS: 4200 Andover Rd, Bloomfield Twp MI 48302 DESCRIPTION: Coaching Varsity and Junior Varsity Tennis. Practice, conditioning, stretching, and overseeing matches. 5. THE SPORTS CLUB OF WEST BLOOMFIELD POSITION: Tennis Instructor NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2024 ADDRESS: 6343 Farmington Rd, West Bloomfield MI 48323, United States DESCRIPTION: Coach Tennis for High School Players 6. BRAND & COMPANY 401K ADVISORS AND PRIVATE WEALTH MANAGEMENT POSITION: President/CEO NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/29/2021 ADDRESS: 6960 Orchard Lake Rd Suite 120, West Bloomfield MI 48322, United States DESCRIPTION: Full Service Financial Planning. Including all aspects of the job, such as providing advice, recommendations, trading, long-term plan design, review, and all jobs associated with wealth management. In addition, this business provides management to 401 (k) plans and education to employees who are contributing to 401k plans. 7. MICHIGAN 401(K) CONSULTANTS AND PRIVATE WEALTH MANAGEMENT POSITION: CEO NATURE: Wealth management and advisory services to indviduals and corporate plans. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 07/26/2019 ADDRESS: 33533 West 12 Mile Rd, Suite 180, Farmington Hills MI 48332, United States DESCRIPTION: Provide full financial planniing services for individuals. Provide fiduciary services and participant education for 401(k) plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-30 |
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