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Current Employers
Ele Advisory Services, Inc

18700 W. 10 Mile Road Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-01-13
  • MI RA
    APPROVED
    Since 2021-01-13

Branch Locations

18700 W. 10 Mile Road Suite 100, Southfield, MI 48075 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pruco Securities, Llc Troy MI 10/2018 01/2021
Exp Realty, Llc Troy MI 10/2016 12/2020
R1 Rcm Southfield MI 01/2017 09/2017
Comerica Bank Detroit MI 05/1977 10/2016
Virtual Real Estate Services, Llc Sterling Heights MI 12/2020 Present
Ele Advisory Services, Inc. Southfield MI 01/2021 Present
Ele Wealth Management, Inc. Southfield MI 01/2021 Present
Ele Wealth Advisors, Inc. Southfield MI 01/2021 Present
  • 10/2018 → 01/2021
    Troy, MI
  • 10/2016 → 12/2020
    Exp Realty, Llc
    Troy, MI
  • 01/2017 → 09/2017
    R1 Rcm
    Southfield, MI
  • 05/1977 → 10/2016
    Comerica Bank
    Detroit, MI
  • 12/2020 → Present
    Virtual Real Estate Services, Llc
    Sterling Heights, MI
  • 01/2021 → Present
    Southfield, MI
  • 01/2021 → Present
    Ele Wealth Management, Inc.
    Southfield, MI
  • 01/2021 → Present
    Ele Wealth Advisors, Inc.
    Southfield, MI
Previous Registrations
Other Businesses

1. Landlord/Owner of 1 rental property Located: 32377 Rocky Crest, Farmington Hills, MI 48336, 313 318 2040. Started 10/2009, 1 hour/month non trading hours. 2. Real Estate Agent, Virtual Real Estate Services, LLC Located: 34841 Mound Road, PMB 244, Sterling Heights MI 48310. Duties: Assist clients with listing and buying property- non investment related. Started 12/10/2020 1 hour/month non trading hours. 3. Investment Advisors Representative, ELE Advisory Services, Inc. Located 18700 W 10 Mile Rd, Ste. 100, Southfield, MI 48075. Duties: Assist with service of advisory clients. Started 01/2021 140 hours/month during trading hours. 4. Insurance Agent, ELE Wealth Management, Inc. Located 18700 W 10 Mile Rd, Ste. 100, Southfield, MI 48075. Duties: Assist with service and sales of life, health, and disability insurance. Started 01/2021 20 hours/month during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-05
S63 Uniform Securities Agent State Law Examination 2019-01-22
  • S65 Uniform Investment Adviser Law Examination
    2019-07-05
  • S63 Uniform Securities Agent State Law Examination
    2019-01-22

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