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4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-26 |
Branch Locations
4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States
725 Barclay Circle Suite 215, Rochester Hills, Mi, Rochester Hills, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Rochester | MI | 06/2016 | 04/2017 |
| Diary Queen | Rochester | NY | 05/2017 | 08/2017 |
| College For Creative Studies | Detroit | MI | 09/2017 | 05/2022 |
| Unemployed | Detroit | MI | 06/2022 | 01/2023 |
| H&R Block | Ferndale | MI | 02/2023 | 04/2023 |
| Diane Young For Congress | Sterling Heights | MI | 04/2023 | 07/2024 |
| Arrowroot Family Offices | Rochester Hills | MI | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-24 |
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