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28411 Northwestern Hwy Suite 970, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-03-08 |
Branch Locations
28411 Northwestern Hwy Suite 970, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Era Investments | Southfield | MI | 09/2001 | Present |
| Lincoln Investment Planning | Farmington Hills | MI | 10/2010 | 09/2021 |
| Integrity Insurance Agency, Llc | Southfield | MI | 04/2006 | Present |
| Capital Analysts | Fort Washginton | PA | 08/2020 | 09/2021 |
| Lincoln Investment | Farmington Hills | MI | 08/2020 | 09/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2021 | Present |
| Camerone Wealth Management | Southfield | MI | 07/2021 | Present |
| New Era Investments Llc | Southfield | MI | 09/2021 | Present |
1) New Era Investments LLC; Investment Related; 28411 NW Hwy, Ste 970, Southfield, MI 48034; Independent Agency Selling Fixed/Fixed Index Annuities, Life, Health & Disability Insurance; Title - Agency Administrator/Member; Start - 9/2001; 20 Hrs/Mth; 20 During Securities Trading Hrs; Payroll, Filing, Book Reconciliations 2) Camerone Wealth Management LLC; Investment Related; 28411 NW Hwy, Ste 970, Southfield, MI 48034; Independent Agency Selling Fixed/Fixed Index Annuities, Life, Health & Disability Insurance; Title - Agency Administrator/Financial Rep; Start - 7/2021; 20 Hrs/Mth; 20 During Securities Trading Hrs; Monitor Accounts, Service Clients, Administrative 3) Integrity Insurance Agency, LLC; Non-Investment Related; 28411 NW Hwy, Ste 970, Southfield, MI 48034; Auto/Home Insurance; Title - Agency Administrator/Member; Start - 4/2006; 30 Hrs/Mth; 20 During Securities Trading Hrs; Payroll, Filing, Book Reconciliations, Accounts Payable/Receivable 4) Fixed Insurance; Investment Related; 28411 Northwestern Hwy, Ste 970, Southfield, MI 48034; Fixed/Traditional Insurance; Title - Agent; Start - 7/2021; 20 Hrs/Mth; 20 During Securities Trading Hrs; Sales of Fixed / Traditional insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-26 |
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