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39555 Orchard Hill Place Crystal Glen, Suite 600, Novi, MI 48375 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-09 |
| MI | RA | APPROVED | 2026-02-09 |
Branch Locations
39555 Orchard Hill Place Crystal Glen, Suite 600, Novi, MI 48375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Asset Advisory Services, Llc | Haslett | MI | 09/2012 | 02/2017 |
| Alliance Advisors Financial Services Llc | Novi | MI | 06/2007 | Present |
| Concorde Investment Services, Llc | Livonia | MI | 10/2016 | 02/2017 |
| Royal Alliance | Troy | MI | 02/2017 | 03/2018 |
| Regal Investment Advisors | Kentwood | MI | 04/2018 | 11/2018 |
| Regulus Advisors | Kentwood | MI | 04/2018 | 11/2018 |
| Alliance Advisors Wealth Management Llc | Novi | MI | 12/2018 | Present |
Alliance Advisors Financial Services LLC; 17526 Golfview St, Livonia, MI 48152; Owner and licensed insurance agent; State date is 06/11/2007; Mr. Peters devotes approximately 10 hours a month during securities trading hours to the purchase, solicitation, advertisement, collection of commission of life, casualty, accident and health, property and other insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-18 |
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