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50 W Big Beaver Rd Suite 500, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-10-24 |
| MI | RA | APPROVED | 2017-10-09 |
Branch Locations
50 W Big Beaver Rd Suite 500, Troy, MI 48084 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independence Capital Company | Parma | OH | 09/2016 | 12/2022 |
| Carlson Holdings | Washington | MI | 08/1995 | Present |
| Financial Services Of America | Warren | MI | 11/1992 | Present |
| Fsa Advisors | Warren | MI | 08/2017 | Present |
| Ae Financial Services, Llc | Topeka | KS | 12/2022 | Present |
| Fsa Health | Warren | MI | 01/2018 | Present |
1) Financial Services of America; Investment Related: Yes; 50 West Big Beaver Road Ste 800 Troy, MI, USA, 48084; Insurance Agency, Insurance Agent; November 1992; 40hrs/Mo; 40hrs/Mo during Security Trading Hours. Sell life insurance and fixed/indexed annuities for various insurance companies. 2) FSA Advisors; Investment Related: Yes; 50 West Big Beaver Road Ste 800 Troy, MI, USA, 48084; RIA; Investment Adviser Representative; August 2017; 100hrs/Mo; 100hrs/Mo during Security Trading Hours. Provide investment advisory and financial planning services for a fee. 3) Carlson Holdings; Not Investment Related; 58222 Pheasant Ridge, Washington, MI 48094; Rental Property; Owner/President; August 1995; 5hrs/Mo; 0hrs/Mo during Security Trading Hours. Rent out rental homes in Michigan for rental income. 4) FSA Health; Investment Related: Yes; 50 West Big Beaver Road Ste 800 Troy, MI, USA, 48084; Insurance Sales; Insurance Agent; January 2018; 5hrs/Mo; 5hrs/Mo during Security Trading Hours. Sell health insurance for commission.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-16 |
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