Best Investors Account Sign in
Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-11-08
  • MI RA
    APPROVED
    Since 2024-11-08

Branch Locations

32770 Grand River Suite B200, Farmington, MI 48336 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brode Financial Group Southfield MI 04/1985 Present
Securities America Inc Farmington Hills MI 06/2014 06/2024
Arbor Point Advisors Farmington MI 08/2018 11/2024
Osaic Wealth, Inc. Farmington MI 06/2024 Present
Osaic Advisory Services, Llc Atlanta GA 11/2024 Present
  • 04/1985 → Present
    Brode Financial Group
    Southfield, MI
  • 06/2014 → 06/2024
    Securities America Inc
    Farmington Hills, MI
  • 08/2018 → 11/2024
    Arbor Point Advisors
    Farmington, MI
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Farmington, MI
  • 11/2024 → Present
    Atlanta, GA
Previous Registrations
  • 2018-08-24 → 2024-11-08
    Arbor Point Advisors
    Farmington, MI
Other Businesses

1) DBA - BRODE FINANCIAL GROUP, INC. BRODE FINANCIAL GROUP, INC POSITION: President NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 02/1995 - LOCATED AT 31275 Northwestern Hwy Suite 216, Farmington Hills, MI 48334, United States INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 02/01/1995 ADDRESS: 32770 Grand River, Suite B200, Farmington MI 48336 DESCRIPTION: Insurance Sales, Agent

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-03-19
  • S63 Uniform Securities Agent State Law Examination
    1984-03-19
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Farmington, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor