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Current Employers
Palatine Hill Wealth Management

148 Pierce Street Suite 200, Birmingham, MI 48009 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2019-10-01
  • MI RA
    APPROVED
    Since 2019-10-01

Branch Locations

229 Depot Street, Ann Arbor, MI 48104 • United States

148 Pierce Street Suite 200, Birmingham, MI 48009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Telemus Capital Llc Ann Arbor MI 08/2013 01/2017
Stratos Wealth Advisors Ann Arbor MI 02/2017 03/2017
Advisory Services Network, Llc Atlanta GA 03/2017 09/2019
Palatine Hill Wealth Management, Llc Ann Arbor MI 09/2019 Present
  • 08/2013 → 01/2017
    Telemus Capital Llc
    Ann Arbor, MI
  • 02/2017 → 03/2017
    Stratos Wealth Advisors
    Ann Arbor, MI
  • 03/2017 → 09/2019
    Advisory Services Network, Llc
    Atlanta, GA
  • 09/2019 → Present
    Palatine Hill Wealth Management, Llc
    Ann Arbor, MI
Previous Registrations
  • 2017-03-21 → 2019-10-09
    Ann Harbor, MI
    Atlanta, GA
  • 2017-02-01 → 2017-03-20
    Ann Arbor, MI
  • 2013-09-13 → 2017-03-02
    Telemus Capital, Llc
    Southfield, MI
  • 2011-02-09 → 2013-09-12
    Telemus Investment Management, Llc
    Southfield, MI
  • 2013-03-28 → 2013-09-12
    Beacon Asset Management, Llc
    Southfield, MI
  • 2010-10-05 → 2011-01-18
    Stillwater Asset Management
    Canton, MI
Other Businesses

1. AVENTINE HILL, LLC, CO-OWNER/INSURANCE AGENT, LIFE, HEALTH AND LT DISABILITY PRODUCTS. LESS THAN 20% TIME DURING TRADING HOURS. 2. J & K FAMILY INVESTMENTS, LLC, (PARENT LLC OF CB&K HOLDINGS AND MEMBERS OF CB&K HOLDING) OWNERSHIP INTEREST. LESS THAN 1% TIME DURING TRADING HOURS. 3. PIERCE ST PARTNERS,LLC, OWNERSHIP STAKE, ENTITY THAT OWNS THE BUILDING IN WHICH PALATINE HILL WEALTH MANAGEMENT'S BIRMINGHAM OFFICE IS LOCATED. LESS THAN 1% OF TIME DURING TRADING HOURS. 3. REAL ESTATE INVESTMENT MEMBER, VARIOUS, LESS THAN 1% TIME DURING TRADING HOURS. 4. CHEEK FAMILY MINING,LLC. MANAGER AND 50% OWNER. ENTITY USED FOR BOOKKEEPING PURPOSES FOR INVESTMENTS MADE WITH MINING TENDIES,LLC. TIME SPENT= 5 HOURS/MONTH 5. MICHIGAN BLOCKFI INVESTMENT, LLC. ADMINISTRATOR FOR RECEIVING K1S. TIME SPENT= 3 HOURS/MONTH 6. MANAGERS OF MICHIGAN BLOCKFI,LLC. ADMINISTRATOR. BOOKKEEPING ENTITY FOR MICHIGAN BLOCKFI INVESTMENT,LLC. TIME SPENT= 3 HOURS/MONTH 7. MI KRAKEN CAPITAL,LLC. ADMINISTRATOR FOR RECEIVING K1S. TIME SPENT= 3 HOURS/MONTH 8. MANAGERS OF MI KRAKEN CAPITAL,LLC. ADMINISTRATOR. BOOKKEEPING ENTITY FOR MI KRAKEN CAPITAL,LLC. TIME SPENT= 3 HOURS/MONTH 9. MI GENESIS DIGITAL, LLC. ADMINISTRATOR FOR RECEIVING K1S. TIME SPENT= 3 HOURS/MONTH 10. MANAGERS OF MI GENESIS DIGITAL,LLC. ADMINISTRATOR. BOOKKEEPING ENTITY FOR MI GENESIS DIGITAL,LLC. TIME SPENT= 3 HOURS/MONTH 11. MI BLOCKCHAIN INVESTMENTS, LLC. ADMINISTRATOR FOR RECEIVING K1S. TIME SPENT= 3 HOURS/MONTH 12. MANAGERS OF BLOCKCHAIN INVESTMENTS, LLC. ADMINISTRATOR. BOOKKEEPING ENTITY FOR MI BLOCKCHAIN INVESTMENTS, LLC TIME SPENT= 3 HOURS/MONTH 13. CB&K HOLDINGS. OWNER. PERSONAL REAL ESTATE ENTITY. TIME SPENT = 2 HOURS/MONTH 14. MEMBERS OF CB&K HOLDINGS. OWNER. BOOKKEEPING ENTITY FOR CB&K HOLDINGS. TIME SPENT = 1 HOURS/MONTH 15.CAMBIUM INVESTMENTS, LLC. 148 PIERCE STREET, SUITE 200, BIRMINGHAM, MI 48009. ENTITY USED TO INVEST IN CAMBIUM ENTERPRISES. 1 HOUR PER MONTH. 16. CAMBIUM MANAGERS, LLC. 148 PIERCE STREET, SUITE 200 BIRMINGHAM, MI 48009. ENTITY USED TO INVEST IN CAMBIUM ENTERPRISES. 1 HOUR PER MONTH. ENTITY USED TO MANAGE CAMBIUM INVESTEMENTS, LLC. 1 HOUR PER MONTH. 17. PREIT DES PLAINES VINTAGE 2023, LLC. ADMINISTRATOR FOR RECEIVING K1S. TIME SPENT= 3 HOURS/MONTH 18. MANAGER OF PREIT DES PLAINES VINTAGE 2023, LLC. ADMINISTRATOR FOR RECEIVING K1S. TIME SPENT= 3 HOURS/MONTH 19. MI SPACEX INVESTMENT LLC. ADMINISTRATOR FOR RECEIVING K1S. TIME SPENT= 3 HOURS/MONTH 20. MANAGER OF MI SPACEX INVESTMENT LLC. ADMINISTRATOR FOR RECEIVING K1S. TIME SPENT= 3 HOURS/MONTH 21. MICHIGAN XAi INVESTMENT LLC. ADMINISTRATOR FOR RECEIVING K1S. TIME SPENT= 3 HOURS/MONTH 22. MANAGER OF MICHIGAN XAi INVESTMENT LLC. ADMINISTRATOR FOR RECEIVING K1S. TIME SPENT= 3 HOURS/MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-08
  • S65 Uniform Investment Adviser Law Examination
    2010-09-08

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