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26200 Town Center Dr. Suite 100, Novi, MI 48375 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-30 |
Branch Locations
26200 Town Center Dr. Suite 100, Novi, MI 48375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Baldwin | MI | 02/2016 | 04/2017 |
| Williams & Co Dba Williams And Company Financial Services | Grandville | MI | 12/2015 | 04/2017 |
| Ele Wealth Advisors, Inc | Southfield | MI | 02/2018 | 02/2020 |
| Ele Advisory Services, Inc. | Southfield | MI | 02/2018 | 02/2020 |
| Edustaff, Llc | Grand Rapids | MI | 09/2017 | 01/2018 |
| Unemployed | Baldwin | MI | 04/2017 | 08/2017 |
| Jp Morgan Securities, Llc | Huntington Woods | MI | 02/2020 | 06/2021 |
| Jp Morgan Chase Bank, N.A. | Huntington Woods | MI | 02/2020 | 06/2021 |
| Pruco Securities, Llc. | Troy | MI | 11/2021 | 05/2024 |
| Prudential Insurance Company Of America | Troy | MI | 11/2021 | 05/2024 |
| Unemployed | Farmington Hills | MI | 07/2021 | 10/2021 |
| Dahring I Cusmano & Associates | Novi | MI | 05/2024 | Present |
Wendy is a licensed insurance agent. This is an investment related role where she devotes a minimal amount of time during business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-10 |
| S65 | Uniform Investment Adviser Law Examination | 2008-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-21 |
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