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38800 Van Dyke Ave. 800, Sterling Heights, MI 48312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-18 |
| MI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-10-01 |
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