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40950 Woodward Ave., Suite 350, Bloomfield Hills, MI 48304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-06 |
| TX | RA | APPROVED_RES | 2025-12-01 |
Branch Locations
40950 Woodward Ave., Suite 350, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities, Inc. | Milwaukee | WI | 08/2016 | Present |
| Resources Investment Advisors | Overland Park | KS | 04/2019 | Present |
Owner of Etsy online sales of wood working. Creating and selling wood working projects; tables, wall art, shutters.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-11 |
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