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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED | 2024-07-01 |
Branch Locations
31700 Middlebelt Rd Suite 130, Farmington Hills, MI 48334 • United States
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wasserman & Rybak, Pllc | Farmington Hills | MI | 07/2008 | Present |
| Wasserman Wealth Management, Llc (Fka Whls Financial Advisors) | Farmington Hills | MI | 01/2010 | 03/2024 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 03/2024 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-23 |
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