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39520 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-09 |
Branch Locations
39520 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Randstad | Atlanta | GA | 10/2016 | 02/2017 |
| Randstad | Atlanta | GA | 02/2017 | 08/2017 |
| United States Cold Storage | Quakertown | PA | 03/2016 | 10/2016 |
| The Vanguard Group, Inc. | Malvern | PA | 08/2017 | 07/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 07/2018 | 10/2018 |
| Financial Engines Advisors, L.L.C. | Santa Clara | CA | 10/2018 | 12/2020 |
| Fellowship Of Christian Athletes | Kansas City | MO | 01/2021 | 05/2023 |
| Financial Engines Advisors, L.L.C. | Santa Clara | CA | 07/2022 | 09/2025 |
| Diversified Portfolios, Inc. | Bloomfield Hills | MI | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-18 |
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