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100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-02 |
| OH | RA | APPROVED | 2023-01-03 |
| SC | RA | APPROVED | 2022-01-06 |
| IL | RA | APPROVED | 2021-01-06 |
| IN | RA | APPROVED | 2021-01-04 |
| WI | RA | APPROVED | 2021-01-04 |
| MI | RA | APPROVED | 2020-01-02 |
Branch Locations
3001 W Big Beaver Suite 302, Troy, MI 48084 • United States
100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abg Portfolio Strategies, Inc. | Bingham Farms | MI | 11/2018 | 12/2019 |
| Great Escape Room | Royal Oak | MI | 01/2018 | 12/2018 |
| Abg Portfolio Strategies, Inc. | Bingham Farms | MI | 09/2017 | 11/2018 |
| Uber | Detroit | MI | 06/2017 | Present |
| Brainfuse | Detroit | MI | 01/2017 | 06/2017 |
| Development Dimensions International | Southfield | MI | 07/2013 | 09/2017 |
Coop's Apothecary, LLC promotes physical, mental, and spiritual wellness by providing yoga; meditation; and natural, handmade body products. Five hours per week outside of business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-06 |
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