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28411 Northwestern Hwy Suite 760, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-02-22 |
Branch Locations
28411 Northwestern Hwy Suite 760, Southfield, MI 48034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bks Advisors, Llc | Southfield | MI | 01/2001 | Present |
| Brandt, Kelly & Simmons Securities Llc | Southfield | MI | 10/2002 | 09/2017 |
| Brandt, Kelly & Simmons Securities, Llc | Southfield | MI | 10/2002 | Present |
| Skyoak Wealth, Llc | Las Vegas | NV | 02/2019 | Present |
1) Brandt, Kelly & Simmons Securities, LLC; Investment related; 28411 Northwestern Highway, Suite 200 Southfield, MI 48034; Insurance; Insurance Agent; 10/2002; Less than 5 hrs per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1981-04-01 |
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