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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-26 |
Branch Locations
28411 Northwestern Hwy Suite 1300, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch (Bank Of America, N.A.) | Auburn Hills | MI | 09/2009 | 08/2019 |
| Wasserman Wealth Management, Llc | Farmington Hills | MI | 08/2019 | 03/2024 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 03/2024 | 01/2025 |
| The Colony Group, Llc | Boston | MA | 07/2024 | 01/2025 |
| Osaic | Southfield | MI | 01/2025 | Present |
1. MICHIGAN FINANCIAL COMPANIES - SECURITIES POSITION: Wealth Management Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/06/2025 ADDRESS: 28411 Northwestern Hwy Ste 130 Southfield MI 48034 DESCRIPTION: Sales/marketing of securities, investment advisory, and insurance products 2. MICHIGAN FINANCIAL COMPANIES - FIXED INSURANCE POSITION: Wealth Management Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/06/2025 ADDRESS: 28411 Northwestern Hwy Ste 130 Southfield MI 48034 DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-23 |
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