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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-13 |
| NC | RA | APPROVED | 2024-01-22 |
| MI | RA | APPROVED | 2020-02-05 |
Branch Locations
28411 Northwestern Hwy Suite 1300, Southfield, MI 48034 • United States
1760 Abbey Road Suite 200, Lansing, MI 48823 • United States
3511 Shannon Road, Durham, NC 27707 • United States
2723 S. State St. Suite 150, Ann Arbor, MI 48104 • United States
60 E Rio Salado Parkway Suite 900, Tempe, AZ 85281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Southfield | MI | 09/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | Southfield | MI | 11/2018 | 08/2023 |
| Oaic Wealth, Inc | Southfield | MI | 08/2023 | Present |
1. MICHIGAN FINANCIAL COMPANIES - SECURITIES POSITION: IAR NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/04/2016 ADDRESS: 28411 Northwestern Hwy, 1300, Southfield MI 48130, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products. 2. MICHIGAN FINANCIAL COMPANIES - FIXED INSURANCE POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/04/2016 ADDRESS: 28411 Northwestern Hwy, 1300, Southfield MI 48130, United States DESCRIPTION: Sales/Marketing of Fixed Annuities and Non-Variable Insurance 3. TROUT UNLIMITED POSITION: Director NATURE: Coldwater Conservation INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017 ADDRESS: 7765 Fischers Way, Dexter MI 48130, United States DESCRIPTION: Direct group initiatives and manage activities 4. CRAMER HOLDINGS LLC POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2020 ADDRESS: 7765 Fischers Way, Dexter MI 48130, United States DESCRIPTION: Owner, LLC used for bill payment 5. ELITE WEALTH STRATEGIES POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/20/2021 ADDRESS: 28411 Northwestern Hwy, 1300, Southfield MI 48034, United States DESCRIPTION: sales / marketing of securities, investment advisory and insurance products 6. ELITE WEALTH STRATEGIES - FIXED ISURANCE POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/20/2021 ADDRESS: 28411 Northwestern Hwy, 1300, Southfield MI 48084, United States DESCRIPTION: Sales / Marketing of Annuity and Non-Variable Insurance 6. TROUT NATIONS POSITION: Director/Owner NATURE: Online Networking Group INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 7765 Fischers Way, Dexter, MI 48130 DESCRIPTION: I manage the groups and enforce rules and promote events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-04 |
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