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50 W Big Beaver Rd Suite 500, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-08-30 |
Branch Locations
50 W Big Beaver Rd Suite 500, Troy, MI 48084 • 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 |
|---|---|---|---|---|
| Financial Services Of America | Warren | OH | 01/2002 | Present |
| Hatty Group Inc | Chicago | IL | 10/2013 | Present |
| Independence Capital Co., Inc | Parma | OH | 09/2010 | 12/2022 |
| Hub International Midwest | Warren | MI | 06/2010 | 11/2020 |
| Fsa Advisors | Warren | MI | 08/2017 | Present |
| Ae Financial Services, Llc | Topeka | KS | 12/2022 | Present |
| Fsa Health | Warren | MI | 01/2018 | Present |
1) Financial Services of America; Investment Related: Yes; 30500 Van Dyke Ave Suite 800 Warren, MI 48093; Insurance Agency, Insurance Agent; January 2022; 40hrs/Mo; 40hrs/Mo during Security Trading Hours. Sell life insurance and fixed/indexed annuities for various insurance companies. 2) FSA Advisors; Investment Related: Yes; 50 West Big Beaver Road Ste 800 Troy, MI, USA, 48084; RIA; Investment Adviser Representative; August 2017; 100hrs/Mo; 100hrs/Mo during Security Trading Hours. Provide investment advisory and financial planning services for a fee. 3) FSA Health; Investment Related: Yes; 50 West Big Beaver Road Ste 800 Troy, MI, USA, 48084; Insurance Sales; Insurance Agent; January 2018; 5hrs/Mo; 5hrs/Mo during Security Trading Hours. Sell health insurance for a commission. 4) Hatty Group; Not Investment Related; 51147 Nightingale Lane, Shelby Twp. MI, 48316; Staffing Firm; CFO; October 2013; 20hrs/Mo; 0hrs/Mo during Security Trading Hours. Payroll and taxes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-21 |
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