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Current Employers
Palatine Hill Wealth Management

148 Pierce Street Suite 200, Birmingham, MI 48009 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-02-05
TX RA APPROVED 2019-10-01
  • MI RA
    APPROVED
    Since 2025-02-05
  • TX RA
    APPROVED
    Since 2019-10-01

Branch Locations

229 Depot Street, Ann Arbor, MI 48104 • United States

148 Pierce Street Suite 200, Birmingham, MI 48009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Telemus Capital Llc Southfield MI 08/2013 01/2017
Stratos Wealth Advisors Ann Arbor MI 01/2017 03/2017
Advisory Services Network, Llc Atlanta GA 03/2017 09/2019
Palatine Hill Wealth Management, Llc Ann Arbor MI 09/2019 Present
  • 08/2013 → 01/2017
    Telemus Capital Llc
    Southfield, MI
  • 01/2017 → 03/2017
    Stratos Wealth Advisors
    Ann Arbor, MI
  • 03/2017 → 09/2019
    Advisory Services Network, Llc
    Atlanta, GA
  • 09/2019 → Present
    Palatine Hill Wealth Management, Llc
    Ann Arbor, MI
Previous Registrations
  • 2017-03-21 → 2019-10-09
    Ann Arbor, MI
    Atlanta, GA
  • 2017-01-31 → 2017-03-20
    Ann Arbor, MI
  • 2013-09-13 → 2017-03-02
    Telemus Capital, Llc
    Southfield, MI
  • 2011-01-07 → 2013-09-12
    Telemus Investment Management, Llc
    Southfield, MI
Other Businesses

(1) 2/2017 Aventine Hill LLC, dba Aventine Hill Risk Management. 229 DEPOT STREET ANN ARBOR, MI, USA, 48104. Insurance, member and managing employee, not investment related, 4 hours per month. (2) 09/2018, 148 Pierce Street LLC,229 DEPOT STREET ANN ARBOR, MI, USA, 48104 . Real estate member, not investment related, 1 hour per month. (3) 11/2018, CB&K Holdings LLC, 229 DEPOT STREET ANN ARBOR, MI, USA, 48104. Real estate member, not investment related, 0 hour per month. (4) 11/2018, K&M Restaurant Holdings, LLC, 229 DEPOT STREET ANN ARBOR, MI, USA, 48104. Restaurant member, not investment related, 0 hour per month. (5) 11/2018, Members of CB&K Holdings, LLC, 229 DEPOT STREET ANN ARBOR, MI, USA, 48104. Restaurant member, not investment related, 1 hour per month. (6) 9/2018, Pierce Street Partners, LLC,. 229 DEPOT STREET ANN ARBOR, MI, USA, 48104. Real estate member, not investment related, 0 hour per month. (7) 12/2015, Resurget Cineribus, LLC, 10 Witherell #2402 Detroit MI 48226, Real estate member, not investment related, 0 hour per month. (8) 6/2016, Z&D Enterprises, LLC, 10 Witherell #2402 Detroit MI 48226, Real estate member, not investment related, 0 hour per month. (9) 6/2016, Warren Commonwealth LLC, 10 Witherell #2402 Detroit MI 48226, Real estate member, not investment related, 0 hour per month. (10) 9/2016, Lady of the House, LLC, 10 Witherell #2402 Detroit MI 48226, Restaurant member, not investment related, 1 hour per month. (11) 9/2016, Member of the House LLC, 10 Witherell #2402 Detroit MI 48226, Restaurant member, not investment related, 0 hour per month. (12) 9/2016, Bagley & Trumbull, LLC, 10 Witherell #2402 Detroit MI 48226, Real estate member, not investment related, 0 hour per month. (13) 2022, MI Blockchain Investment, LLC - 436 W. Drayton Ferndale, MI. Managing Member. 1 hour per month. (14) 2022, Managers of MI Blockchain Investment, LLC -436 W. Drayton Ferndale, MI. Managing Member, Bookkeeping entity for MI Blockchain Investment, LLC. 1 hour per month. (15) 2022, MI Genesis Digital, LLC - 436 W. Drayton Ferndale, MI. Managing Member. 1 hour per month. (16) 2022, Managers of MI Genesis Digital, LLC -436 W. Drayton Ferndale, MI. Managing Member, Bookkeeping entity of MI Kraken Capital, LLC. 1 hour per month. (17) 2022, MI Kraken Capital, LLC - 436 W. Drayton Ferndale, MI. Managing Member. 1 hour per month. (18) 2022, Managers of MI Kraken, LLC - 436 W. Drayton Ferndale, MI. Managing Member, bookkeeping entity for MI Kraken Capital, LLC. 1 hour per month. (19) 2022, Michigan BlockFI Investment, LLC - 436 W. Drayton Ferndale, MI. Managing Member. 1 hour per month. (20) 2022, Managers of Michigan BlockFI Investment, LLC, 436 W. Drayton Ferndale, MI. Bookkeeping entity of Michigan BlockFi Investment. 1 hour per month. (21) Cambium Investments, LLC. 148 Pierce St., Suite 200, Birmingham, MI 48009. Entity used to invest in Cambium Enterprises. 1 hour per month (22) Cambium Managers, LLC. 148 Pierce St., Suite 200, Birmingham, MI 48009.Managing Member. Entity used to manage Cambium Investments, LLC. 1 hour per month (23) MI SpaceX Investment, LLC; 18760 Valencia St., Northville MI 48168; Managing Member. 1 hour per month. (24) Managers of MI SpaceX Investment, LLC; 18760 Valencia St., Northville MI 48168; Managing Member, bookkeeping entity for MI SpaceX Investment, LLC. 1 hour per month. (25) MI XAI Investment, LLC; 18760 Valencia St., Northville MI 48168; Managing Member. 1 hour per month. (26) Managers of MI XAI Investment, LLC; 18760 Valencia St., Northville MI 48168; Managing Member, bookkeeping entity for MI XAI Investment, LLC. 1 hour per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-23
  • S65 Uniform Investment Adviser Law Examination
    2010-12-23

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