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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-06-09 |
Branch Locations
28411 Northwestern Hwy Suite 1300, Southfield, MI 48034 • United States
1460 Walton Blvd Suite 204, Rochester Hills, MI 48309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Wholesale Mortgage | Pontiac | MI | 01/2021 | 12/2021 |
| Grand Valley State University | Allendale | MI | 08/2016 | 12/2020 |
| Scribe America | Grand Rapids | MI | 11/2017 | 07/2018 |
| Michigan Financial Companies - Rsg | Southfield | MI | 01/2022 | Present |
| Osaic Wealth, Inc. | Southfield | MI | 01/2022 | Present |
MICHIGAN FINANCIAL COMPANIES-ROCHESTER WEALTH MANAGEMENT POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2023 ADDRESS: 28411 Northwestern Hwy., Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products. MICHIGAN FINANCIAL COMPANIES-ROCHESTER WEALTH MANAGEMENT - FIXED INSURANCE POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: 28411 Northwestern Hwy., Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-07 |
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