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55 West Street Suite 201, Walpole, MA 02081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-23 |
Branch Locations
Grand Blanc, MI • United States
55 West Street Suite 201, Walpole, MA 02081 • United States
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-02 |
Branch Locations
101 West Big Beaver Road Columbia Center Ii, 14Th Floor, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. | Sterling Heights | MI | 02/2016 | 03/2017 |
| Alpha Cubed Investments, Llc | Troy | MI | 03/2017 | 08/2018 |
| J.P. Morgan Securities, Llc | Hartland | MI | 11/2018 | 03/2026 |
| Unemployed | Grand Blanc | MI | 08/2018 | 11/2018 |
| Jp Morgan Chase Bank, N.A. | Troy | MI | 11/2018 | 03/2026 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 03/2026 | Present |
| Heritage Wealth Partners | Grand Blanc | MI | 03/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2026 | Present |
| The Patriot Financial Group Insurance Agency, Llc | Grand Blanc | MI | 03/2026 | Present |
1) HERITAGE WEALTH PARTNERS; SAME AS REGISTERED LOCATION; INVESTMENT RELATED; DBA FOR WEALTH MANAGEMENT; PRESIDENT; SINCE 2/12/2026 HRS 160/MONTH 2) THE PATRIOT FINANCIAL GROUP, LLC, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, SEC REGISTERED INVESTMENT ADVISER, INVESTMENT ADVISER REPRESENTATIVE; SINCE 2/12/2026 HRS 160/MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-09 |
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