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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-21 |
| FL | RA | APPROVED | 2023-09-15 |
| MI | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED | 2023-09-05 |
Branch Locations
Pompano Beach, FL • United States
500 S Old Woodward, Birmingham, MI 48009 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Troy | MI | 05/2009 | 09/2023 |
| Osaic Wealth Inc | Birmingham | MI | 09/2023 | Present |
1. THE ICG REAL ESTATE LLC; INVESTMENT RELATED; BIRMINGHAM, MI; OWN BUILD HE OCCUPIES; 50% OWNERSHIP; START 12/10; 4 HRS PER MONTH 0 DURING TRADING. CO-TRUSTEE FOR INVESTMENT CONSULTING GROUP PSP; INV RELATED; BIRMINGHAM, MI; FOR 6 EMPLOYEES; START: 3/3/16; 0 HR/MO; 0 DURING TRADING. THE INVESTMENT CONSULTING GROUP REAL ESTATE, LLC, INVT RELATED, BIRMINGHAM, AL, 50% OWNERSHIP, START DATE 1/1/2010, 0 HRS PER MONTH, 0 HRS DURING TRADING, TO FACILITATE LEASING OF OFFICE SPACE.; RENTAL PROPERTY, INVT RELATED, BIRMINGHAM, AL, 50% OWNERSHIP, START DATE 1/1/2012, 0 HRS PER MONTH, 0 HRS DURING TRADING, COLLECTING INCOME FROM OFFICE SPACE.; RENTAL PROPERTY, INVT RELATED, POMPAN BEACH, FL, 100% OWNERSHIP, START DATE 6/1/2022, 0 HRS PER MONTH, 0 HRS DURING TRADING, RENTAL OWNER.; CO-TRUSTEE FOR INVESTMENT CONSULTING GROUP PSP, INV RELATED, BIRMINGHAM, AL, START: 12/1/2022, 0 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE PSP. 2. INVESTMENT CONSULTING GROUP REAL ESTATE LLC POSITION: 50% owner NATURE: This is a separate LLC to our Investment Consulting Group LLC, called Investment Consulting Group Real Estate LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2008 ADDRESS: 500 S Old Woodward Ave., Birmingham MI 48009, United States DESCRIPTION: I am simply 50% owner of the building that we operate our investment advisory business our of, and we rent the second floor of the building to a law firm where they have a lease with us. 3. INVESTMENT CONSULTING GROUP, LLC POSITION: Managing Partner NATURE: Investment Consulting Group LLC is a limited liability corporation set up for our investment advisory and wealth management professional services we provide to our clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/1999 ADDRESS: 500 S Old Woodward Ave., Birmingham MI 48009, United States DESCRIPTION: I provide investment advice and wealth management plans to clients 4. INVESTMENT CONSULTING GROUP LLC POSITION: investment advisor representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/1999 ADDRESS: 500 S. Old Woodward Ave, Birmingham MI 48009, United States DESCRIPTION: Sale/marketing of securities, investment advisory and insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-21 |
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