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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-09-01 |
Branch Locations
12900 Hall Road Suite 415, Sterling Heights, MI 48313 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Royal Oak | MI | 10/2014 | 05/2018 |
| Bank Of America, N.A. | Royal Oak | MI | 10/2014 | 05/2018 |
| Securian Financial Services Inc | St. Paul | MN | 05/2018 | 12/2021 |
| Minnesota Life Insurance Co | St. Paul | MN | 05/2018 | 12/2021 |
| Wsfg | Southfield | MI | 05/2018 | 12/2021 |
| Huntington Investment Company | Columbus | OH | 08/2022 | 01/2023 |
| Unemployed | Shelby | MI | 01/2022 | 08/2022 |
| Sagepoint | Sterling Heights | MI | 01/2023 | Present |
| Osaic Wealth, Inc. | Sterling Heights | MI | 09/2023 | Present |
UHY WEALTH MANAGEMENT POSITION: Director - Retirement Plan Strategies NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/03/2023 ADDRESS: 12900 Hall Road, Suite 417, Sterling Heights MI 48313, United States DESCRIPTION: Client Relation Manager. Strategic retirement planning consulting and coordination.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-31 |
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