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512 N. Main Street Ste. 100, Royal Oak, MI 48067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-07-04 |
Branch Locations
37895 Ann Arbor, Livonia, MI 48150 • United States
512 N. Main Street Ste. 100, Royal Oak, MI 48067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Strategies Financial Group | Southfield | MI | 01/2023 | 06/2024 |
| University Of Michigan | Ann Arbor | MI | 08/2021 | 04/2022 |
| Reliable Landscaping | Plymouth | MI | 05/2022 | 12/2022 |
| W.E. Gingell Associates | Livonia | MI | 05/2021 | 07/2021 |
| University Of Michigan | Ann Arbor | MI | 08/2020 | 04/2021 |
| W.E. Gingell Associates | Livonia | MI | 05/2020 | 07/2020 |
| University Of Michigan | Ann Arbor | MI | 08/2019 | 04/2020 |
| W.E. Gingell Associates | Livonia | MI | 05/2019 | 07/2019 |
| W.E. Gingell Associates | Livonia | MI | 05/2018 | 07/2018 |
| Youngstown Phantoms Hockey | Youngstown | OH | 08/2017 | 04/2018 |
| W.E. Gingell Associates | Livonia | MI | 05/2017 | 07/2017 |
| Youngstown Phantoms Hockey | Youngstown | OH | 04/2016 | 04/2017 |
| Cetera Advisor Networks Llc | Southfield | MI | 08/2023 | 06/2024 |
| Cetera Investment Advisers Llc | Southfield | MI | 11/2023 | 06/2024 |
| Royal Oak Financial Advisors, Llc | Royal Oak | MI | 07/2024 | Present |
| Youngstown Phantoms | Youngstown | OH | 05/2019 | 07/2019 |
| Youngstown Phantoms | Youngstown | OH | 02/2016 | 04/2019 |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 01/2023; APX NUMBER OF HOURS PER WEEK: 2-4 HRS/MO POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-07 |
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