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13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-05 |
| MI | RA | APPROVED | 2022-11-22 |
Branch Locations
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
6001 North Adams Road, Suite 135, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Law Office Of Matthew A. Ferri, Pllc | Bloomfield Hills | MI | 12/2008 | Present |
| Madison Avenue Securities | San Diego | CA | 09/2022 | Present |
1.) Name: LifeFocus Planning - Law Office of Matthew A. Ferri , PLLC.; ADDRESS: 6001 N. Adams Road, Suite 135 Bloomfield Hills, MI 48304; POSITION: Managing Member, Owner; Duties: Managing attorney providing oversight to law firm; Hours Per Week: 35 Hours; Start Date: 12/2008; 2.) Name: Karen S Ferri Living Trust; Investment Related: No; Position: Trustee; Duties: Co-Trustee with my wife; Start Date: 11/11/2011; 3.) Estate of Penelope L. Pierce; Investment Related: No; Position: Conservator; Duties: Handles payment of bills and manage income and investments; Hours Per Week: Less than 1 hour; Start Date: 2/2/2012; 4.) Name: Gary L Held Living Trust; Investment Related: No; Nature of the Business: Trustee for personal trust on behalf of Law Firm; Position: Trustee; Hours Per Week: Unsure, more time as needed in the beginning then less once established; Start Date: 11/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-21 |
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