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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 |
| MN | RA | APPROVED | 2024-11-08 |
Branch Locations
6960 Orchard Lake Road, Suite 120, West Bloomfield,, MI 48322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Roseville | MN | 04/2019 | 11/2019 |
| Jolyn | Huntington Beach | CA | 01/2017 | Present |
| Midtown Bar & Grill | St. Cloud | MN | 04/2019 | 06/2019 |
| Melalueca | Idaho Falls | ID | 05/2015 | Present |
| St. Cloud State University | St. Cloud | MN | 08/2014 | 05/2019 |
| Cafe Jules | Annadale | MN | 12/2015 | 08/2018 |
| Securities America, Inc. | Clearwater | MN | 11/2019 | 06/2024 |
| Securities America Advisors | Clearwater | MN | 01/2021 | 06/2024 |
| Arbor Point Advisors | West Bloomfield | MI | 12/2021 | 11/2024 |
| Osaic Wealth, Inc. | West Bloomfield | MI | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. ADVISOR POINT ADVISORS POSITION: Financial Advisor and Office Administration NATURE: Advisory affiliation with Arbor Point Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 12/10/2021 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128 DESCRIPTION: Helping clients invest for retirement and other financial goals both before retirement and in retirement. Individual investments, 401(k)s, annuities, life insurance, Trusts. 2. GCG WEALTH POSITION: Business Manager NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/02/2023 ADDRESS: 717 Green Valley Rd., Ste 100, Greensboro NC 27408, United States DESCRIPTION: Registered Assistant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-29 |
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