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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-23 |
Branch Locations
Altamonte Springs, FL • United States
33335 Grand River, Farmington, MI 48336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ermengildo Zegna | Chicago | IL | 06/2014 | 10/2016 |
| Roof On Thewit | Chicago | IL | 11/2017 | 06/2018 |
| Spectrum | Lake Mary | FL | 02/2020 | 04/2020 |
| Gradient Advisors, Llc | Arden Hills | MN | 09/2023 | 07/2025 |
| Asset Allocation Strategies, Llc | Farmington | MI | 07/2025 | Present |
| Dolce & Gabanna | Chicago | IL | 11/2016 | 10/2017 |
| Hutch American Bistro | Chicago | IL | 06/2018 | 01/2019 |
| Ermenegildo Zegna | Chicago | IL | 01/2019 | 11/2019 |
| Help Me Mr. B, Llc | Altamonte Springs | FL | 04/2020 | Present |
| Valuteachers | Ponte Vedra Beach | FL | 05/2025 | Present |
(1) Help Me Mr. B, LLC | INVESTMENT-RELATED | ALTAMONTE SPRINGS, FL | NATURE: INSURANCE SALES | POSITION: OWNER | START DATE: 04/2020 | APX. HRS/MONTH: 20 (15 DURING TRADING HOURS) | DUTIES: LOCATE AND SELL INSURANCE/ANNUITY BUSINESS. (2) VALUTEACHERS | INVESTMENT-RELATED | PONTE VEDRA BEACH, FL | NATURE: INSURANCE, FIXED/INDEXED ANNUITY SALES | POSITION: INSURANCE AGENT, INDEPENDENT CONTRACTOR | START DATE: 05/2025 | APX. HRS/MONTH: 32 (30 DURING TRADING HOURS) | DUTIES: PROSPECTING PUBLIC SCHOOL EMPLOYEES TO MARKET FIXED/INDEX ANNUITY PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-08 |
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