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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-19 |
Branch Locations
300 E Long Lake Road Suite 125, Bloomfield Hills, MI 48304 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bloomfield Hills Financial | Bloomfield Hills | MI | 01/2016 | 10/2021 |
| First Allied Advisory Services, Inc. | Schaumburg | IL | 10/2016 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 01/2024 |
| Sageview | Bloomfield Hills | MI | 10/2021 | 01/2024 |
| Triad Hybrid Solutions | Norcross | GA | 01/2024 | Present |
| Triad Advisors | Norcross | GA | 01/2024 | Present |
1)Bloomfield Hills Advisory;investment related;300 East Long Lake,Suite 125,Bloomfield Hills,MI 48304;partnership;chief investment officer;1/11/2024;200 hrs/month;130 hrs during trading;managing model portfolios,rebalancing client accounts,market education,revenue tracking,workting with accountants to ensure the finances of the partnership are in order
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