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220 S. Main St., Suite 321, Royal Oak, MI 48067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-29 |
| MI | RA | APPROVED | 2025-01-29 |
| TX | RA | APPROVED_RES | 2023-03-16 |
Branch Locations
220 S. Main St., Suite 321, Royal Oak, MI 48067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Solutions, Llc | Troy | MI | 06/2012 | 10/2020 |
| Thrive Retirement Specialists L.L.C | Dearborn | MI | 07/2020 | Present |
| Origin Financial | San Francisco | CA | 10/2021 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-08-31 |
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