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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-02 |
| MI | RA | APPROVED | 2024-09-13 |
Branch Locations
10691 East Carter Road Suite 105, Traverse City, MI 49684 • 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 |
|---|---|---|---|---|
| Wedbush Securities Inc. | Traverse City | MI | 05/2015 | 09/2024 |
| Equitable Advisors, Llc | New York | NY | 09/2024 | Present |
Perennial Capital, LLC, Traverse City, MI. Founder/President, set up for business expenses for Traverse City office/DBA, 0 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-02 |
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