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306 South Washington Ave. Suite 228, Royal Oak, MI 48067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-04-06 |
Branch Locations
306 South Washington Ave. Suite 228, Royal Oak, MI 48067 • United States
512 N. Main Street Ste. 100, Royal Oak, MI 48067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-05-03 |
Branch Locations
512 N. Main Street Ste. 100, Royal Oak, MI 48067 • United States
37895 Ann Arbor Rd., Livonia, MI 48150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Southfield | MI | 06/2005 | 05/2018 |
| Royal Oak Financial Advisors, Llc | Royal Oak | MI | 05/2018 | Present |
| Key Management Group | Troy | MI | 02/2006 | 05/2018 |
| Alpha Asset Advisors, Llc | Royal Oak | MI | 11/2020 | Present |
INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES; SPENDS APPROX. 10 HRS/MTH. ALPHA ASSET ADVISORS, LLC; INVESTMENT RELATED; CHIEF OPERATING OFFICER/INVESTMENT ADVISER REPRESENTATIVE; 306 SOUTH WASHINGTON AVE, ROYAL OAK, MI 48062; START DATE: 11/2020 TO PRESENT; TIME SPENT: 8 HRS/MONTH, 8 HRS DURING TRADING; DESIGNS & IMPLEMENTS BUSINESS STRATEGIES, PLANS & PROCEDURES. ROYAL OAK FINANCIAL ADVISORS, LLC; INVESTMENT RELATED; INVESTMENT ADVISER REPRESENTATIVE; 1709 CROOKS ROAD, ROYAL OAK, MI 48067; START DATE: 05/2018 TO PRESENT; TIME SPENT: 130 HRS/MONTH; 130 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-20 |
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