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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-11-01 |
Branch Locations
64845 Van Dyke Ave Ste 3, Washington, MI 48095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secure Investors Group | Troy | MI | 05/2012 | Present |
| Secure Asset Management, Llc | Troy | MI | 05/2012 | Present |
| Secure Mortgage Funding, Llc | Troy | MI | 06/2012 | Present |
| Concorde Investment Services, Llc | Troy | MI | 05/2015 | 12/2016 |
| Aurora Securities | Troy | MI | 03/2017 | 11/2019 |
| Osaic Wealth, Inc. | Southfield | MI | 11/2019 | Present |
1)JAWW HOLDINGS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2019 ADDRESS: 11203 Golfview Lane, Washington Township MI 48094, United States DESCRIPTION: I have a rental house in Port Austin, MI 2) NOBLEMARK TAX POSITION: Administration NATURE: Marketing name used for tax preparation. It is not a legal entity. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2019 ADDRESS: 64845 Van Dyke Rd, Ste 3, Washington MI 48095, United States DESCRIPTION: Collect and deliver tax documents. 3) NOBLEMARK FINANCIAL STRATEGIES - SECURITIES POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2019 ADDRESS: 8300 Hall Rd, Ste 207, Utica MI 48317, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products. 4) NOBLEMARK FINANCIAL STRATEGIES - FIXED INSURANCE POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2019 ADDRESS: 64845 Van Dyke Rd, Ste 3, Washington MI 48095, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance 5) VERLINDE INSURANCE - P&C BROKERAGE POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/10/2021 ADDRESS: 68364 Main St, Richmond MI 48062, United States DESCRIPTION: Sales of Property & Casualty insurance 6) VERLINDE INSURANCE AGENCY - BOARD MEMBER POSITION: Non-Profit/Board Member NATURE: Corporation. The entity has a State of Michigan corporate insurance license. Per the State, the corporate license needs to include a DLRP (Designated Licensed Resident Producer) in order to pay commissions to the entity. As the DLRP for Verlinde Insurance, I am on the board of directors in a non-voting/non-compensation capacity. Commissions will be paid to a licensed agent and/or the Corporation. This is for fixed products only (non-security). INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/10/2021 ADDRESS: 68364 Main St, Richmond MI 48062, United States DESCRIPTION: Non-shareholder; non-voting; non-equity board member. Do not participate financially with this entity. 7) PRIVATE MORTGAGE GUARANTEE, LLC POSITION: Mortgage Loan Originator NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/14/2021 ADDRESS: 8300 HALL RD, STE 207, Utica MI 48317, United States DESCRIPTION: I am a Mortgage Loan Originator (MLO) licensed in the State of Michigan. I will be taking Mortgage applications for clients.I do not market this activity anywhere. 8) NOBLEMARK FINANCIAL STRATEGIES - SECURITIES POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2019 ADDRESS: 64845 Van Dyke Rd, Ste 3, Washington MI 48095, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products. 9) PRIVATE MORTGAGE GUARANTEE, LLC POSITION: Mortgage Loan Originator NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/14/2021 ADDRESS: 2130 Wealthy St SE, Grand Rapids MI 49506, United States DESCRIPTION: I am a Mortgage Loan Originator (MLO) licensed in the State of Michigan. I will be taking Mortgage applications for clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-18 |
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