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40 S. Main St. Suite 1600, Memphis, TN 38103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-12 |
Branch Locations
711 West Ann Arbor Trail , Plymouth, MI 48170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B. Riley Wealth Management | Memphis | TN | 06/2026 | Present |
| Northpointe Capital | Bloomfield Hills | MI | 07/2016 | 09/2016 |
| Foreside Fund Services, Llc | Bloomfield Hills | MI | 08/2016 | 08/2019 |
| Brighthouse Financial | Charlotte | NC | 09/2019 | 06/2026 |
1. Rental Home; Non investment related; 706 E 6th St, Royal Oak MI 48067; Rental property; Owner; Start date 6/2/2026; 2 hours/month devoted none during securities trading hours. 2. Blue Mountain Wealth Management; Investment-related; Address same as BRWM; DBA for financial securities business conducted through B. Riley Wealth Management; Start date 6/2026; 160 hours/month devoted during securities trading hours. 3. B. Riley Wealth Insurance; Investment-related; Same address as BRWM; Fixed Insurance Sales; Licensed insurance agent; Start date 09/2025; As many hours as needed per month. 4. LBJ Wealth Management; Investment-related; Same address as BRWM; Owner; Pass through entity used for tax purposes of BRWM business; Start date 7/2026; 2 hrs/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-24 |
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