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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-10 |
Branch Locations
39209 Six Mile Rd Suite 101, Livonia, MI 48152 • United States
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securites Llc | Commerce Township | MI | 03/2017 | 11/2022 |
| Jp Morgan Chase Bank | Commerce Township | MI | 09/2016 | 11/2022 |
| Jp Morgan Chase Bank | Livonia | MI | 02/2015 | 09/2016 |
| Vipkid | Wixom | MI | 07/2019 | 05/2020 |
| Cuso Financial Services, Lp | San Diego | CA | 12/2022 | 05/2023 |
| Grow Financial Federal Credit Union | Tampa | FL | 12/2022 | 05/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2023 | 09/2023 |
| Grow Financial Federal Credit Union | Tampa | FL | 05/2023 | 09/2023 |
| Gibbs Wealth Management, Llc | Livonia | MI | 11/2024 | 06/2026 |
| Dotson Financial | Livonia | MI | 10/2023 | 06/2026 |
| Vantage Wealth Partners | Livonia | MI | 07/2026 | Present |
| Triad Wealth Partners | Lawrence | KS | 07/2026 | Present |
Name of other Business: Vantage Wealth Partners; Investment Related: Yes; 39209 Six Mile Rd., Suite 101, Livonia, MI, 48152; Nature of Business: Insurance Sales; Position/Title: Insurance Agent; Start Date: June 2026; Approximate Number of hours/month: Varies per month, represents a material amount of time; During trading hours: Varies; Duties relating to business: Service and Sales of Insurance lines including health and life insurance and annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-02 |
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