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210 South Old Woodward Avenue Suite 240, Birmingham, MI 48009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-11 |
| NC | RA | APPROVED | 2026-05-11 |
| PA | RA | APPROVED | 2026-03-27 |
| OH | RA | APPROVED | 2026-03-05 |
| MI | RA | APPROVED | 2026-02-16 |
Branch Locations
210 South Old Woodward Avenue Suite 240, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Allentown | PA | 03/2017 | 12/2018 |
| Primerica Financial Services | Allentown | PA | 07/2013 | 12/2018 |
| Encompass More Asset Management Llc | Danville | CA | 05/2024 | 05/2025 |
| Ring Container Technologies | Hanover | PA | 11/2015 | 10/2021 |
| Ae Wealth Management, Llc | Topeka | KS | 05/2025 | 01/2026 |
| Self-Employed/Alto Financial Group | Hanover | PA | 10/2021 | 01/2026 |
| Self Employed/ Freedom Financial Solutions | Hanover | PA | 01/2026 | Present |
| Solyco Wealth Llc | Hanover | PA | 02/2026 | Present |
INDEPENDANT AGENT WITH FREEDOM FINANCIAL SOLUTIONS; Is the business investment related: No; Location of the business: 4720 Hanover Rd Hanover Pennsylvania 17331 United States; Description of the business: LIFE AND ANNUITY SALES AGENT; Position Title: LIFE AND ANNUITY AGENT; Start date with business: 2013-08-14; Hours per month devoted to business during trading hours: 120; Hours per month devoted to business outside trading hours: 60; Percentage of total yearly compensation expected to be derived from the business: 85;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-06 |
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