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3380 Travis Pointe Road Suite E, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
3380 Travis Pointe Road Suite E, Ann Arbor, MI 48108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Bloomfield Hills | MI | 11/2014 | 02/2019 |
| Able Wealth Management Solutions Llc | Ann Arbor | MI | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-04 |
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