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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 | 2019-01-11 |
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 | 2018-03-28 |
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 |
|---|---|---|---|---|
| Capital Asset Advisory Services, Llc | Haslett | MI | 05/2011 | 03/2018 |
| Wfg Investments, Inc. | Royal Oak | MI | 07/2015 | 03/2018 |
| Royal Oak Financial Advisors, Llc | Royal Oak | MI | 03/2018 | Present |
| Alpha Asset Advisors | Royal Oak | MI | 02/2011 | Present |
(1) ALPHA ASSET ADVISORS; 32121 WOODWARD OAK, MI 48073; DBA-FOR SECURITIES AND INSURANCE BUSINESS; PARTNER/OWNER; INVESTMENT RELATED; START 5/27/11; 10 HRS/MO, 10 HRS DURING TRADING. (2) ROYAL OAK FINANCIAL ADVISORS, LLC; INVESTMENT RELATED; 1709 CROOKS ROAD, ROYAL OAK, MI 48067; PRINCIPAL/IAR; START DATE: 05/2011; SPENDS 50% OF HIS TIME. (3) TRUSTEE OF SKALA IRREVOCABLE LIFE INSURANCE TRUST. NON-INVESTMENT RELATED; SPENDS LESS THAN 1% OF HIS TIME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-27 |
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