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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-06 |
Branch Locations
12900 Hall Rd Ste 390, Sterling Heights, MI 48313 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Producer's Choice Network | Troy | MI | 12/2019 | 06/2022 |
| Michigan State University | East Lansing | MI | 08/2015 | 10/2019 |
| Pacer Financial, Inc. | Malvern | PA | 06/2022 | 11/2023 |
| Securities America, Inc. | Sterling Heights | MI | 01/2024 | 06/2024 |
| Osaic Wealth, Inc. | Sterling Heights | MI | 06/2024 | Present |
WEALTH MANAGEMENT PLUS TAX & ACCOUNTING POSITION: Administrator NATURE: Assist with accounting in quickbooks, general business operations for Tax & Accounting business INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2024 ADDRESS: 12900 Hall Rd, st 390, Sterling Heights MI 48313, United States DESCRIPTION: Assist with accounting in quickbooks, general business operations for Tax & Accounting business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-12 |
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