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Current Employers
Arrowroot Family Office, Llc

4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-05-16
TX RA APPROVED 2022-02-08
  • MI RA
    APPROVED
    Since 2025-05-16
  • TX RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2004 → 09/2016
    Royal Alliance Associates, Inc
    Rochester, MI
  • 04/2016 → 09/2021
    Athena Advisory Services Inc.
    Rochester, MI
  • 10/2017 → 11/2019
    Financial Gravity Wealth, Inc.
    Allen, TX
  • 09/2021 → Present
    Marina Del Ray, CA
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-04-30
S63 Uniform Securities Agent State Law Examination 1991-04-15
  • S65 Uniform Investment Adviser Law Examination
    2010-04-30
  • S63 Uniform Securities Agent State Law Examination
    1991-04-15
Other Names
  • Diane Eickholdt

View on SEC IAPD

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