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27500 Drake Rd. Suite 110, Farmington Hills, MI 48331 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-02 |
| MI | RA | APPROVED | 2010-05-21 |
Branch Locations
27500 Drake Rd. Suite 110, Farmington Hills, MI 48331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Planning Solutions, Llc | Southfield | MI | 09/2000 | Present |
| Ohio National Financial Service | Cincinnati | OH | 12/2003 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 11/2004 | Present |
1) Westside Christian Academy - Board member 2) Face Foundation - Board Member 3) Cousins Foundation - Authorized Party 4) Empowering Futures, LLC; not investment related; 7089 Forest Way, Brighton, MI 48116; Managing Member; 10/09/2017-present; 15 hours/month (0 during securities trading hours); Running the business, overall strategy, do not do any of the coaching. 5) B Trace Partners/Q5;not investment related; 7089 Forest Way, Brighton, MI 48116; Business Succession Planning, Managing Member 6) Financial Architects; 39395 West 12 Mile, Suite 102, Farmington Hills, MI 48331 President/Insurance Sales; 2019 - Present.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-17 |
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