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306 South Washington Ave. Suite 228, Royal Oak, MI 48067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-01-15 |
Branch Locations
306 South Washington Ave. Suite 228, Royal Oak, MI 48067 • United States
512 N. Main Street Ste. 100, Royal Oak, MI 48067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-12-05 |
Branch Locations
512 N. Main Street Ste. 100, Royal Oak, MI 48067 • United States
37895 Ann Arbor, Livonia, MI 48150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Asset Advisory Services, Llc | Haslett | MI | 05/2011 | 03/2018 |
| Royal Oak Financial Advisors, Llc | Royal Oak | MI | 11/2017 | Present |
| Alpha Asset Advisors, Llc | Royal Oak | MI | 06/2011 | Present |
1) ALPHA ASSET ADVISORS - CO-OWNER - LICENSED INDEPENDENT INSURANCE AGENT/IAR, INVESTMENT RELATED, INSURANCE SALES, SPENDS 1 TO 2 HOURS PER MONTH 2)ROYAL OAK FINANCIAL ADVISORS, LLC; INVESTMENT RELATED; 1709 CROOKS ROAD, ROYAL OAK, MI 48067; OWNER/IAR; SINCE 11/2017; SPENDS 50% OF HIS TIME
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-29 |
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