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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-06-14 |
Branch Locations
13691 West 11 Mile Road Suite 103, Oak Park, MI 48237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Oak Park | MI | 12/2016 | 03/2021 |
| Securities America, Inc | Oak Park | MI | 03/2021 | 06/2024 |
| Cornerstone Grill | Southgate | MI | 01/2014 | 12/2017 |
| Securities America Advisors | Oak Park | MI | 07/2021 | 06/2024 |
| Osaic Wealth, Inc. | Oak Park | MI | 06/2024 | Present |
1. DBA - The FIRM Advisors 2. LIFE INSURANCE POSITION: Life Insurance Agent NATURE: I occasionally sell Life Insurance Policies through different carriers such as Kansas City Life and Mutual of Omaha Etc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2021 ADDRESS: 13691 W. 11 Mile Rd., Oak Park MI 48237, United States DESCRIPTION: Helping clients buy Life Insurance/Fixed annuities etc. Illustrations are usually provided. I help clients with the applications and getting forms submitted to the carriers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-02 |
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