Jon David Rothenberg

Employer firm

Greenway Financial, LLC CRD 288864

$151M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1996 → 06/2017
  Silberberg & Rothenberg Plc
  Farmington Hills, MI
• 11/2011 → 08/2017
  Lpl Financial
  Farmington Hills, MI
• 08/2017 → Present
  Greenway Financial, Llc
  Farmington Hills, MI
• 06/2017 → Present
  Jd Rothenberg & Associates
  Farmington Hills, MI

Previous Registrations

• 2011-11-21 → 2017-08-14
  Lpl Financial Llc
  Farmington Hills, MI
  San Diego, CA
  South Field, MI
• 2010-10-14 → 2011-11-18
  Cincinnati Analysts, Inc.
  Farmington Hills, MI
  Southfield, MI

Other Businesses

1. 08/2017: JD ROTHENBERG & ASSOC.; FARMINGTON HILLS, MI;MANAGING MEMEBER; CPA-TAX PREP, ACCOUNTING AND BUSINESS CONSULTING SERVICES; SPENDS 50% OF HIS TIME ON THIS ACTIVITY; NON-INVESTMENT RELATED 2. INDEPENDENT INSURANCE AGENT; INSURANCE SALES-LIFE, ACCIDENT & HEALTH, CASUALTY, PROPERTY AND VARIABLE CONTRACTS; SPEND 1% OF HIS TIME ON THIS ACTIVITY; INVESTMENT RELATED 3. HANIEL LILDREW, LLC - MANAGING MEMBER, 0 HOURS PER MONTH - NON-INV RELATED - PASSIVE INVESTMENT COMPANY 5. SAY THERE THERE PRODUCTIONS, LLC - 51% OWNER, CEO, 10 HOURS PER MONTH - FILM PRODUCTION COMPANY 6. Dhazy LLC , non investment related, 114 S Main St, Ann Arbor MI 48104, bookstore, managing member, 6/10,25, 40 hours per month

Exams

• S66 Uniform Combined State Law Examination
  2010-09-29
• S63 Uniform Securities Agent State Law Examination
  1998-12-09