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Dwp CRD 121841
$208M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
90 Kercheval Avenue, Grosse Pointe Farms, MI 48236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-05-14 |
| MI | RA | APPROVED | 2010-07-02 |
Branch Locations
18720 Mack Avenue Suite 100, Grosse Points Farms, MI 48236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deseranno Wealth Management | Grosse Pointe Farms | MI | 10/2008 | Present |
GARDNER FINANCIAL AND LIFE PLANNING; INVESTMENT RELATED; 4750 FAIRWAY RIDGE SOUTH, WEST BLOOMFIELD, MI 48323; SOLE MBR; INVESTMENT ADVICE; START DATE 11/01/2008; HOURS OF WORK ARE PERFORMED PRIMARILY THROUGH RELATIONSHIP WITH DESERRANO WEALTH MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-23 |
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