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439 S. Main Street Suite 250, Rochester, MI 48307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-10-07 |
Branch Locations
439 S. Main Street Suite 250, Rochester, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comerica Securities | Auburn Hills | MI | 09/2005 | 03/2018 |
| Comerica Bank | Detroit | MI | 02/2003 | 03/2018 |
| Retired | Rochester | MI | 03/2018 | 10/2020 |
| Rochester Wealth Strategies | Rochester | MI | 10/2020 | Present |
| Comerica Bank | Auburn Hills | MI | 02/2003 | 03/2018 |
I also own multi-family real estate investments as the Sole Member of two related Limited Liability Companies: Park Place Apartments - Lehigh Acres, LLC, non-investment related, 146 Homestead Rd. S. Lehigh Acres, FL 33936, Apartment Building Owner, 08/09/2013 - present, 2-3 hours per week, 0 during securities trading hours. Cottonwood Apartments, LLC, non-investment related, 209 Southwind Dr., Athens, AL 35611, Apartment Building Owner, 08/2016 - present, 2-3 hours per week, 0 during securities trading hours. There is no formal compensation, just occasional distributions of excess cash flow.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-02-15 |
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