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389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-02 |
| MI | RA | APPROVED | 2026-02-03 |
Branch Locations
116 E. Washington St Suite 210, Ann Arbor, MI 48103 • United States
389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States
116 E. Washington St. Suite 210, Ann Arbor, MI 48104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-02 |
Branch Locations
116 E. Washington St. Suite 210, Ann Arbor, MI 48104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial Services, Inc. | Ann Arbor | MI | 07/2013 | 08/2022 |
| Avantax Advisory Services | Ann Arbor | MI | 02/2023 | 10/2023 |
| Wolverine Tax And Financial Llc | Ann Arbor | MI | 09/2022 | 08/2024 |
| Commonwealth Financial Network | Waltham | MA | 10/2023 | 08/2024 |
| Skua Llc | Ann Arbor | MI | 10/2023 | 08/2024 |
| Arbor Financial Planning, Llc | Ann Arbor | MI | 10/2024 | 01/2026 |
| Sax Wealth Advisors, Llc | Parsippany | NJ | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-08 |
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