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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-13 |
| MI | RA | APPROVED | 2024-02-05 |
Branch Locations
28411 Northwestern Hwy Suite 1300, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2018 | 02/2024 |
| Jimmy Johns | East Lansing | MI | 08/2016 | 12/2018 |
| Goldman Advisors Group | Mt Pleasant | MI | 05/2018 | 08/2018 |
| Michigan State University | East Lansing | MI | 09/2016 | 08/2018 |
| Osaic | Southfield | MI | 02/2024 | Present |
1. MICHIGAN FINANCIAL COMPANIES POSITION: Wealth Management Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2024 ADDRESS: 28411 Northwestern Hwy, Suite 1300, SOUTHFIELD MI 48034, United States DESCRIPTION: Securities registration, Investment advisory services, Financial plan creation 2. MICHIGAN FINANCIAL COMPANIES POSITION: Wealth Management Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2024 ADDRESS: 28411 Northwestern Hwy, Suite 1300, SOUTHFIELD MI 48034, United States DESCRIPTION: Security registrations, Investment advisory services, Creation of financial plans
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-04 |
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