Brent Joseph Formosa

Employer firm

Hantz Financial Services, Inc. CRD 46047

$10.0B regulatory AUM 1,861 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2022 → Present
  Hantz Financial Services
  Southfield, MI
• 08/2021 → Present
  Viron Therapeutics
  Boston, MA
• 12/2020 → 08/2021
  Wsu Dept. Oncology
  Detroit, MI
• 05/2020 → 12/2020
  Unemployed
  Lansing, MI
• 09/2018 → 04/2022
  Belle Tire Sports Club
  Allen Park, MI
• 09/2014 → 05/2021
  Wayne State University
  Detroit, MI

Other Businesses

(1) Viron Therapeutics; Non-investment related; One Boston Place, Boston, MA 02108; Laboratory Research; Research Assistant; Began August 2021; Approximately eight hours per month devoted to this business; Zero hours devoted to this business during securities trading hours; Duties include maintaining safe storage conditions for experimental samples and packaging/shipping samples. (2) Wayne State University - Department of Physiology; Non-investment related; 5374 Scott Hall 540 E. Canfield Detroit, MI 48201; Administrative support; Employee; Began March 2024; Approximately ten hours per month devoted to this business; Zero hours devoted to this business during securities trading hours; Duties include helping a professor upload research papers and lectures into the university database.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-12-09
• S65 Uniform Investment Adviser Law Examination
  2022-11-26