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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-09-05 |
Branch Locations
3 Parklane Blvd, Dearborn, MI 48126 • United States
28175 Haggerty Rd, Novi, MI 48377 • United States
500 S Old Woodward, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakland | Rochester | MI | 09/1999 | Present |
| Wells Fargo Advisors Financial Network Llc | Troy | MI | 05/2009 | 08/2023 |
| Osaic Wealth Inc | Birmingham | MI | 09/2023 | Present |
1. THE INVESTMENT CONSULTING GROUP LLC POSITION: Vice President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 180 START DATE: 01/02/2006 ADDRESS: 500 S Old Woodward Ave, Birmingham MI 48009, United States DESCRIPTION: Conductday to day requests for clients. Manage clients requests for distributions. Oversea multiple associate workers in the branch for day to day operations. Provide advise to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-04 |
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