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Current Employers
Aan Wealth Advisors Llc

4450 Belden Village Ave Nw Suite 704, Canton, OH 44718 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-10-19
  • MI RA
    APPROVED
    Since 2023-10-19

Branch Locations

Farmington Hills, MI • United States

4450 Belden Village Ave Nw Suite 704, Canton, OH 44718 • 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
Grace Financial Group, Llc Farmington Hills MI 01/2008 Present
Alphastar Capital Management, Llc Cornelius NC 06/2016 12/2018
Virtue Capital Management, Llc Brentwood TN 01/2019 02/2019
Alphastar Capital Management, Llc Cornelius NC 02/2019 08/2023
Aan Wealth Advisors Llc Canton OH 09/2023 Present
  • 01/2008 → Present
    Grace Financial Group, Llc
    Farmington Hills, MI
  • 06/2016 → 12/2018
    Alphastar Capital Management, Llc
    Cornelius, NC
  • 01/2019 → 02/2019
    Brentwood, TN
  • 02/2019 → 08/2023
    Alphastar Capital Management, Llc
    Cornelius, NC
  • 09/2023 → Present
    Canton, OH
Previous Registrations
Other Businesses

ENTITY: GRACE FINANCIAL GROUP, LLC: INVESTEMENT RELATED NATURE: FIXED INSURANCE SALES; POSITION:OWNER/INSURANCE AGENT; START: 2008; 30% OF HER TIME IS SPENT ON INSURANCE RELATED ACTIVITIES. OFFERING INSURANCE PRODUCTS AND SERVICES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-24
S63 Uniform Securities Agent State Law Examination 2006-06-26
  • S65 Uniform Investment Adviser Law Examination
    2016-05-24
  • S63 Uniform Securities Agent State Law Examination
    2006-06-26
Other Names
  • Denise A Lake
  • Denise Alene Lake
  • Denise Alene Goodrow

View on SEC IAPD

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