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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-02 |
Branch Locations
28564 Orchard Lake Road, Farmington Hills, MI 48334 • United States
33543 8 Mile Road, Livonia, MI 48152 • United States
2925 West 12 Mile Road, Berkley, MI 48072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wabco | Auburn Hills | MI | 10/2016 | 04/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2019 | 11/2019 |
| Northwestern Mutual Investment Services Llc | Troy | MI | 08/2019 | 10/2020 |
| Brian Duggan | Troy | MI | 11/2019 | 10/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2019 | 10/2020 |
| The Burzynski Group | Troy | MI | 11/2020 | 04/2021 |
| Ae Wealth Management, Llc | Topkea | KS | 02/2021 | 04/2021 |
| Sigma Financial Corporation | Ann Arbor | MI | 05/2021 | 09/2021 |
| Sigma Planning Corporation | Ann Arbor | MI | 05/2021 | 09/2021 |
| Aurora Securities, Inc. | Bloomfield Hills | MI | 09/2021 | 01/2024 |
| Secure Asset Management, Llc | Bloomfield Hills | MI | 09/2021 | 01/2024 |
| Titan Wealth Advisors, Llc | Bloomfield Hills | MI | 05/2021 | 01/2024 |
| Northwestern Mutual | Troy | MI | 04/2019 | 11/2020 |
| Secure Investors Group | Bloomfield Hills | MI | 09/2021 | 01/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 02/2024 | 12/2025 |
| Unemployed | Birmingham | MI | 04/2016 | 10/2016 |
| Michigan State University | East Lansing | MI | 05/2015 | 05/2017 |
| Bank Of America N.A. | Bloomfield Hills | MI | 02/2024 | 12/2025 |
| Pnc Wealth Management | Berkley | MI | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-04 |
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