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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-05-03 |
Branch Locations
1127 S Old Us Hwy 23, Brighton, MI 48114 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Investment Services | Waterford | MI | 07/2011 | 06/2017 |
| Ae Wealth Management, Llc | Topeka | KS | 06/2017 | 07/2018 |
| Main Financial Group | Brighton | MI | 06/2017 | Present |
| Fusion Capital Management | Coppell | TX | 05/2018 | 10/2019 |
| Gradient Advisors Llc | Arden Hills | MN | 10/2019 | 05/2024 |
| Foundations Investment Advisors, Llc | Brighton | MI | 05/2024 | Present |
Main Financial Group. Investment Related. 315 W. NORTH ST. SUITE C, BRIGHTON, MI 48116. Insurance. Financial Consultant. 06/2017. 160 hours per month. 160 hours per month during securities trading hours. Insurance Sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-11 |
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