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10775 South Saginaw Bldg C, Suite F, Grand Blanc, MI 48439 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-07 |
Branch Locations
10775 South Saginaw Bldg C, Suite F, Grand Blanc, MI 48439 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concorde Investment Services | Troy | MI | 04/2011 | 11/2017 |
| Concorde Asset Management | Troy | MI | 03/2014 | 11/2017 |
| Flagstar Bank | Shelby Twp. | MI | 11/2017 | 02/2018 |
| Infinex Investments, Inc. | Meriden | CT | 12/2017 | 02/2018 |
| Great Lakes Wealth, Llc | Northville | MI | 03/2018 | 02/2019 |
| Dominos | Rochester | MI | 10/2014 | 05/2018 |
| Viking Financial Group, Inc. | Bingham Farms | MI | 05/2022 | 10/2023 |
| Unemployed | Westland | MI | 01/2021 | 05/2022 |
| Td Ameritrade | Ann Arbor | MI | 03/2019 | 01/2021 |
| Raymond James Financial Services, Inc. | Bingham Farms | MI | 12/2022 | 10/2023 |
| Raymond James Financial Services Advisors, Inc. | Bingham Farms | MI | 12/2022 | 10/2023 |
| Lpl Financial Llc | Auburn Hills | MI | 10/2023 | 01/2025 |
| Michigan State University Federal Credit Union | Auburn Hills | MI | 10/2023 | 01/2025 |
| Mainstay Capital Management, Llc | Grand Blanc | MI | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-27 |
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