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26676 Woodward Avenue, Royal Oak, MI 48067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Advisors, Inc | Tampa | FL | 04/2022 | 12/2023 |
| Llp Construction Services | Troy | MI | 03/2019 | 04/2022 |
| Belfor Property Restoration | Troy | MI | 01/2016 | 03/2019 |
| Kelly Wealth Management, Inc. | Southfield | MI | 12/2023 | Present |
| Copper Partners Ii Dba Kelly Capital Partners | Southfield | MI | 10/2023 | Present |
(1) Copper Partners II DBA Kelly Capital Partners; Investment Related; 29100 Northwestern Highway, Suite 320, Southfield MI 48034, Insurance Agent, Start 10/2023, 30 hr/mo during trading hours, sales of various insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-24 |
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