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Current Employers
Trinity Wealth Solutions Llc

38800 Van Dyke Ave. 800, Sterling Heights, MI 48312 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-01-18
MI RA APPROVED 2023-01-29
  • TX RA
    APPROVED_RES
    Since 2024-01-18
  • MI RA
    APPROVED
    Since 2023-01-29

Branch Locations

38800 Van Dyke Ave. 800, Sterling Heights, MI 48312 • United States

36330 Woodward Ave. Suite 100, Bloomfield Hills, MI 48304 • 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
Cetera Financial Specialists Llc Schaumburg IL 08/1998 01/2023
Cetera Investment Advisers Llc Schaumburg IL 08/1998 01/2023
Maziarz Tax Service Sterling Hts MI 09/2011 Present
Trinity Tax Service Llc Sterling Height MI 05/2014 Present
Maziarz Tax Service Llc Sterling Heights MI 01/1995 Present
Trinity Wealth Solutions Llc Sterling Heights MI 09/1998 Present
Trinity Wealth Solutions Llc Sterling Heights MI 01/2023 Present
  • 08/1998 → 01/2023
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 08/1998 → 01/2023
    Schaumburg, IL
  • 09/2011 → Present
    Maziarz Tax Service
    Sterling Hts, MI
  • 05/2014 → Present
    Trinity Tax Service Llc
    Sterling Height, MI
  • 01/1995 → Present
    Maziarz Tax Service Llc
    Sterling Heights, MI
  • 09/1998 → Present
    Sterling Heights, MI
  • 01/2023 → Present
    Sterling Heights, MI
Previous Registrations
  • 2010-07-20 → 2023-01-30
    Troy, MI
    Troy, MI
    Sterling Heights, MI
    Bloomfield Hills, MI
    Sterling Hts., MI
    Bloomfield Hills, MI
    Bloomfield Hills, MI
Other Businesses

1) NAME OF OTHER BUSINESS: TRINITY WEALTH SOLUTIONS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2014; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2) NAME OF OTHER BUSINESS: MAZIARZ TAX SERVICE LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX PLANNING AND PREPARATION ; START DATE: 04/2018 ; POSITION/TITLE/RELATIONSHIP: CPA / OWNER ; APX NUMBER OF HOURS PER WEEK: 30-40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: TAX PLANNING AND PREPARATION FOR INDIVIDUALS AND SMALL BUSINESSES ; 3) DBA: TRINITY WEALTH SOLUTIONS, INVESTMENT RELATED, 900 WILSHIRE DR. STR. 200, TROY, MI 48084, FEE BASED MONEY MANAGEMENT SERVICE FOR CATHOLIC AND CHRISTIAN RETIREES, START MAY 2014, 40 HOURS PER WEEK - DURING MARKET HOURS., WEALTH MANAGER. 4) TRINITY TAX SERVICE LLC; NOT INVESTMENT RELATED; ADDRESS IS THE REGISTERED LOCATION; TAX PREPARATION; START 6/2015; 5 HOURS/WEEK DURING SECURITIES TRADING HOURS; OWNER. 5) NAME OF OTHER BUSINESS: POLONIA ANGELS ; INVESTMENT RELATED: NO ADDRESS: 150 W. JEFFERSON SUITE 2500. DETROIT MI 48226 ; NATURE OF BUSINESS: NON-PROFIT ; START DATE: 01/2020 ; POSITION/TITLE/RELATIONSHIP: BOARD OF DIRECTORS ; APX NUMBER OF HOURS PER WEEK: 0-2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0-2 ; BRIEF DESCRIPTION OF DUTIES: PROMOTE INVESTMENT STARTUP OPPORTUNITIES IN POLAND ; 6) NAME OF OTHER BUSINESS: AMERICAN POLISH CULTURAL SOCIETY; INVESTMENT RELATED: NO; ADDRESS: 2975 E. MAPLE RD, TROY, MI 48083; NATURE OF BUSINESS: NON-PROFIT; START DATE: 06/2022; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: ADVISE & VOTE ON FINANCIAL & CULTURAL EVENTS TO PROMOTE POLISH HISTORY & CULTURE; 7) NAME OF OTHER BUSINESS: AMERICAN POLISH CULTURAL CENTER; INVESTMENT RELATED: NO; ADDRESS: 2975 E. MAPLE RD, TROY, MI, 48083; NATURE OF BUSINESS: NON-PROFIT; START DATE: 06/2022; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MEET MONTHLY REGARDING MAKING EXPENDITURE & REVENUE DECISIONS; Name of outside business: Polish Institute of Culture & Research; Is the business investment related: No; Location of the business: 3535 Commerce Rd., Orchard Lake Village, MI 48324 Orchard Lake Village MI 48324 USA; oba street address: 3535 Commerce Rd., Orchard Lake Village, MI 48324; Position Title: Board Member; Responsibilities Duties: Make recommendations to promote Polsih culture and history in Detroit Metro Area. Review budget and expenditures to promote Polish culture and history.; Start date with business: 2024-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 3;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-10-01
  • S66 Uniform Combined State Law Examination
    1998-10-01

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