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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 | 2025-05-16 |
| TX | RA | APPROVED | 2022-02-08 |
Branch Locations
705 Barclay Circle Suite 125, Rochester Hills, MI 48307 • United States
4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc | Rochester | MI | 05/2004 | 09/2016 |
| Athena Advisory Services Inc. | Rochester | MI | 04/2016 | 09/2021 |
| Financial Gravity Wealth, Inc. | Allen | TX | 10/2017 | 11/2019 |
| Arrowroot Family Office, Llc | Marina Del Ray | CA | 09/2021 | Present |
1) THE GIRL SCOUTS OF SOUTHEAST MICHIGAN; NON-INVESTMENT RELATED; 500 FISHER BUILDING 3011 WEST GRAND BLVD DETROIT MI 48202; BOARD MEMBER; STARTED 06/2010; 5 HRS/MTH; 1 HR/MTH DURING ST HOURS; ACTING BOARD MEMBER FOR THE GIRL SCOUTS. 2) WOMEN'S DEMOCRATIC CLUB OF GREATER ROCHESTER POSITION: PRESIDENT NATURE: POLITICAL CLUB INVESTMENT RELATED: NO NUMBER OF HOURS: 4 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2014 ADDRESS: PO BOX 80156, ROCHESTER MI 48307 DESCRIPTION: I HELP ORGANIZE MEETINGS MONTHLY. THERE IS A SEPERATE TREASURER WHO HANDLES THE MONEY 3) DIANE L. YOUNG POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 04/03/1991 ADDRESS: 900 West University, Suite F, Rochester MI 48307 DESCRIPTION: Fixed Life Insurance Sales - Health, Life, Disability, Long Term Care, Fixed Annuities 4) OWNING YOUR FINANCIAL SUCCESS POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 900 W University Suite F Rochester MI 48307, Suite F MI 48307 DESCRIPTION: I wrote a book, "Owning Your Financial Success Occasionally I speak about the book: Public Speaking
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-15 |
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