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Current Employers
Cranbrook Wealth Management, Llc

36330 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-01-02
MI RA APPROVED 2010-10-19
  • NC RA
    APPROVED
    Since 2025-01-02
  • MI RA
    APPROVED
    Since 2010-10-19

Branch Locations

36330 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States

Chapel Hill, NC • 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
Cranbrook Wealth Management, Llc Bloomfield Hills MI 06/2004 12/2024
Cranbrook Wealth Management, Llc Bloomfield Hills MI 01/2025 Present
Reb Strategic Business Consulting, Llc Chapel Hill NC 01/2025 Present
Other Businesses

Supportive Persons for Residents in Need of Guardians or SPRING. Not investment-related and is tax exempt. Address is 111 Providence Road, Chapel Hill, NC 27514. Non-profit that is the legal guardian of adults living in group homes that have no family to support them. Board member and treasurer. Joined board 1/1/2008. 10 hours a month and no hours during trading hours. Assigned to spend time with and provide emotional support and consult for one of the adults the organization is guardian of.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-04-27
S63 Uniform Securities Agent State Law Examination 1992-02-05
  • S65 Uniform Investment Adviser Law Examination
    2004-04-27
  • S63 Uniform Securities Agent State Law Examination
    1992-02-05
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

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