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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-04 |
| MI | RA | APPROVED | 2025-08-15 |
Branch Locations
38600 Van Dyke Avenue Suite 230, Sterling Heights, MI 48312 • United States
Avoca, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Platinum Wealth Management Group | Sterling Heights | MI | 01/2025 | Present |
| Central Michigan University | Mount Pleasant | MI | 08/2024 | 01/2025 |
| Builders First Source | Washington | MI | 05/2024 | 08/2024 |
| Central Michigan University | Mount Pleasant | MI | 08/2023 | 05/2024 |
| Trsmi | Washington | MI | 05/2023 | 08/2023 |
| Central Michigan University | Mount Pleasant | MI | 08/2022 | 05/2023 |
| Trsmi | Washington | MI | 05/2022 | 08/2022 |
| Central Michigan University | Mount Pleasant | MI | 08/2021 | 05/2022 |
| Trsmi | Washington | MI | 05/2021 | 08/2021 |
| Central Michigan University | Mount Pleasant | MI | 08/2020 | 05/2021 |
| None | Avoca | MI | 01/2014 | 08/2020 |
| Osaic Wealth Inc | Sterling Heights | MI | 05/2025 | Present |
Platinum Wealth Management Group Non-Investment Related 38600 Van Dyke Ave Ste 230, Sterling Heights, MI 48312 Insurance Resident Producer 03/03/2025 15 hours/month 1 hour during trading hours Sell insurance products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-18 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-11 |
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