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512 N. Main Street Ste. 100, Royal Oak, MI 48067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-12-05 |
Branch Locations
512 N. Main Street Ste. 100, Royal Oak, MI 48067 • United States
37895 Ann Arbor Rd., Livonia, MI 48150 • 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 |
|---|---|---|---|---|
| Capital Asset Advisory Services | Haslett | MI | 03/2009 | 11/2017 |
| Wfg Investments, Inc | Royal Oak | MI | 06/2015 | 11/2017 |
| Mulcahy Financial | Royal Oak | MI | 06/2009 | 11/2017 |
| Liberty Tax | Royal Oak | MI | 01/2013 | 02/2017 |
| Regulus Advisors | Kentwood | MI | 11/2017 | 11/2018 |
| Royal Oak Financial Advisors, Llc | Royal Oak | MI | 11/2017 | Present |
1)INSURANCE AGENT / INVESTMENT RELATED/132121 WOODWARD AVE. BALMORAL OFFICE CENTRE PH 11 ROYAL OAK, MI 48073/INSURANCE SALES AND SERVICES .5 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-13 |
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