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901 Wilshire Drive Suite 565, Troy, MI 48084-5611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-23 |
Branch Locations
901 Wilshire Drive Suite 565, Troy, MI 48084-5611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palace Sports And Entertainment | Auburn Hills | MI | 05/2016 | 08/2016 |
| Rochester High School | Rochester Hills | MI | 09/2015 | 05/2019 |
| Unemployed | Rochester Hills | MI | 06/2019 | 08/2019 |
| Wayne State University | Detroit | MI | 08/2019 | 05/2024 |
| Doordash | Rochester Hills | MI | 04/2020 | 05/2024 |
| Hantz Group | Taylor | MI | 05/2022 | 07/2022 |
| Hantz Group | Taylor | MI | 05/2023 | 07/2023 |
| Thg Financial Services | Troy | MI | 02/2024 | Present |
| Carrera Capital Adviosrs | Troy | MI | 01/2025 | Present |
Worklife Benefit Consultants as a Sales Consultant starting in January of 2025. Worklife Benefits Consultants is investment-related as the company acts as a broker in providing health insurance and voluntary benefits to businesses. Address 5445 Corporate Drive Suite 170 Troy, MI 48098. I devote 20 hours/week (roughly 80 per month) to the business, typically 4 hours/day. My duties include: lead generation, benefit consultation, and enrollment of employees into benefits. Contracted through AmFirst Insurance Company as a Producer starting in October of 2025. AmFirst Insurance Company is investment-related as the company acts as a broker in providing health insurance and voluntary benefits to businesses. HQ Address is Bank of Oklahoma Plaza, 201 Robert S Kerr Ave STE 600, Oklahoma City, OK 73102. I devote 4 hours/week to the business, as this contract is for a specific product and client. My duties include: insurance sales, benefit consultation, and enrollment of employees into benefits. ?the name of the other business: THG Financial Strategies ?whether the business is investment-related: Yes ?the address of the other business; 901 Wilshire Drive, Suite 455 Troy, MI 48084 ?the nature of the other business; THG Financial Strategies brokers and implements Individual Life Insurance, Annuities, Long-Term Care, as well as securities ?your position; Financial Services Professional ?title, or relationship with the other business; Contracted Agent ?the start date of your relationship; Feb. 1st 2024 ?the approximate number of hours/month you devote to the other business; 10 hours/week or 40 hours/month ?the number of hours you devote to the other business during securities trading hours; 2 hours ?and briefly describe your duties relating to the other business: In my duties I look to implement insurance solutions in a fiduciary capacity based upon the individual client's suitability and financial position.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-15 |
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