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8031 Ortonville Road Suite 210, Clarkston, MI 48348 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-25 |
Branch Locations
8031 Ortonville Road Suite 210, Clarkston, MI 48348 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tfo Wealth Partners | Maumee | OH | 05/2022 | 01/2025 |
| Hillsdale College | Hillsdale | MI | 08/2018 | 05/2022 |
| Jasmine Ross State Farm Agency Branch | Westland | MI | 06/2021 | 08/2021 |
| Amazon | Romulus | MI | 06/2020 | 08/2020 |
| Westborn Market | Dearborn | MI | 06/2019 | 08/2019 |
| Ford Motor Company | Dearborn | MI | 06/2018 | 08/2018 |
| Divine Child High School | Dearborn | MI | 08/2014 | 05/2018 |
| Verde Capital Management, Inc. | Clarkston | MI | 02/2025 | Present |
| Verde Capital Management, Inc. | Clarkston | MI | 02/2025 | Present |
1) Policy Genius: Michigan Life & Health Licensing - Insurance Sales; Is the business investment related: Yes; Location of the business: MI; Description of the business: Verde Capital uses Policy Genius Pro as a partner to vet life and disability insurance. If our clients are interested in the policy and want to move forward, Verde Capital/Marc can earn a small commission. ; Position Title: Licensed in Life & Health sales; Responsibilities Duties: Ability to offer clients life insurance and disability insurance through a partner of Verde Capital, Policy Genius Pro; Start date with business: 2025-10-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-29 |
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