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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-19 |
Branch Locations
7305 Grand River Ave Suite 600, Brighton, MI 48114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leos Coney Island | White Lake | MI | 11/2011 | 01/2020 |
| Rhl Group | Holly | MI | 10/2016 | 01/2018 |
| Oakland University | Rocherster | MI | 05/2012 | 12/2017 |
| Modern Classics | Westland | MI | 01/2010 | 01/2018 |
| Foresters Financial Services | Farmington Hls | MI | 01/2018 | 03/2019 |
| Securian Financial Services Inc | St Paul | MN | 03/2019 | 03/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 03/2019 | 03/2023 |
| Wealth Strategies Financial Group | Southfield | MI | 03/2019 | 03/2023 |
| Woodbury Financial Services Inc | Brighton | MI | 03/2023 | 01/2024 |
| Osaic Wealth, Inc. | Brighton | MI | 01/2024 | Present |
1) INSURANCE AGENT POSITION: insurance agent NATURE: s prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2020 ADDRESS: 403 East Grand River Ave, Brighton MI 48116, USA DESCRIPTION: selling fixed life insurance products 2) NEXTGEN WEALTH SERVICES POSITION: registered rep NATURE: Sole prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/06/2023 ADDRESS: 403 East Grand River Ave, Brighton MI 48116, United States DESCRIPTION: DB firm Name (NextGen Wealth Services)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-27 |
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