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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-04 |
Branch Locations
189 Big Beaver Road Suite 211, Troy, MI 48083 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Bloomfield Hills | MI | 05/2012 | 11/2017 |
| Bank Of America, N.A. | Bloomfield Hills | MI | 10/2012 | 11/2017 |
| Wells Fargo Clearing Services Llc | Birmingham | MI | 11/2017 | 04/2019 |
| Fifth Third Bank | Birmingham | MI | 05/2019 | 12/2020 |
| Fifth Third Securities | Birmingham | MI | 05/2019 | 12/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington Hills | MI | 12/2020 | 05/2026 |
| Bank Of America, N.A. | Farmington Hills | MI | 04/2021 | 05/2026 |
| Osaic Wealth Inc | Scottsdale | AZ | 04/2026 | Present |
MOCERI WEALTH PARTNERS POSITION: President | Director of Wealth Strategies NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 05/01/2026 ADDRESS: 189 E. Big Beaver Rd., Suite 211, Troy MI 48083, United States DESCRIPTION: We are selling all types of insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-01 |
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