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Phillip Daniel Vanburen

Professional Advisory Services

Grosse Pointe Park, MI

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Current Employers
Professional Advisory Services

14950 E. Jefferson Ave, Grosse Pointe Park, MI 48230-1304 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-08-27
  • MI RA
    APPROVED
    Since 2026-08-27

Branch Locations

14950 E. Jefferson Ave, Grosse Pointe Park, MI 48230-1304 • 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
A.L. Williams Rockville MD 05/1983 Present
  • 05/1983 → Present
    A.L. Williams
    Rockville, MD
Other Businesses

Real Estate Broker

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-29
S63 Uniform Securities Agent State Law Examination 1983-11-17
  • S65 Uniform Investment Adviser Law Examination
    2024-08-29
  • S63 Uniform Securities Agent State Law Examination
    1983-11-17

View on SEC IAPD

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PARK INVESTMENTS AND CONSULTING LLC
CONCURRENT INVESTMENT ADVISORS, LLC
CONWAY ASSET MANAGEMENT, INC.

Other Investors

SUZANNE MARIE ANTONELLI
Chelsei June Latsch
MELISSA ALICE FRADENBURG
KENNETH ALLEN FRUEHAUF
THOMAS CHRISTIAN BUHL
PAUL STEVEN LEONARD
DANIEL JAMES HARRISON
Christopher Thomas Scupholm

Other Offices

ANTONELLI FINANCIAL ADVISORS, LLC · GROSSE POINTE, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GROSSE POINTE, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Grosse Pointe, MI
EDWARD JONES · GROSSE POINTE, MI
J.P. MORGAN SECURITIES LLC · GROSSE POINTE, MI
PARK INVESTMENTS AND CONSULTING LLC · GROSSE POINTE, MI
CONCURRENT INVESTMENT ADVISORS, LLC · Grosse Pointe, MI
CONWAY ASSET MANAGEMENT, INC. · GROSSE POINTE FARMS, MI

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