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Current Employers
Old Oak Financial Planning, Inc.

7077 Fieldcrest Dr. Suite 400, Brighton, MI 48116 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-08-11
  • MI RA
    APPROVED
    Since 2022-08-11

Branch Locations

7077 Fieldcrest Dr. Suite 400, Brighton, MI 48116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Quicken Loans Detroit MI 04/2014 06/2022
Old Oak Financial Planning Brighton MI 08/2022 Present
  • 04/2014 → 06/2022
    Quicken Loans
    Detroit, MI
  • 08/2022 → Present
    Old Oak Financial Planning
    Brighton, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-16
  • S65 Uniform Investment Adviser Law Examination
    2022-07-16
Designations

View on SEC IAPD

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