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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-27 |
| MI | RA | APPROVED | 2022-12-01 |
Branch Locations
40701 Woodward Avenue Suite 103, Bloomfield Hills, MI 48304 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • 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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 03/2010 | 01/2020 |
| A.G.P. / Alliance Global Partners | Altoona | WI | 01/2020 | 11/2022 |
| Kestra Investment Services Llc | Bloomfield Hills | MI | 11/2022 | Present |
| Kestra Private Wealth Services Llc | Bloomfield Hills | MI | 11/2022 | Present |
Business Name: OWL PRIVATE WEALTH ADVISORS POSITION: Private Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/28/2022 ADDRESS: 40701 Woodward Ave, Suite 103, Bloomfield Hills MI 48304 DESCRIPTION: Service retail clients investments, planning and insurance needs. Business Name: NOW GYM POSITION: Instructor NATURE: Fitness INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2015 ADDRESS: 1625 N Main St, Royal Oak MI 48067 DESCRIPTION: I teach fitness and kickboxing classes. Business Name: FOXHOLE POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/30/2025 ADDRESS: 444 W Maple Rd, Suite A, Troy MI 48084, United States DESCRIPTION: Vote on actions taken by the charity to hold events, sponsor vets, delegate duties, and support current members. Business Name: TWO GREAT DANES INC. POSITION: Owner NATURE: Passthrough Entity INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/24/2023 ADDRESS: 3281 Cumberland Rd, Berkley MI 48072, United States DESCRIPTION: Manage business income, expenses and payroll to self.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-07 |
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