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665 Hulet Dr., Bloomfield Hills, MI 48302-0324 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-27 |
| MI | RA | APPROVED | 2026-04-24 |
Branch Locations
665 Hulet Dr., Bloomfield Hills, MI 48302-0324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Insurance Services | Omaha | NE | 03/2017 | 08/2019 |
| State Farm Insurance | Omaha | NE | 05/2015 | 03/2017 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 05/2017 | 08/2019 |
| Harbor Light Planning | Novi | MI | 08/2019 | 10/2020 |
| M & O Marketing, Llc | Southfield | MI | 10/2020 | 05/2022 |
| Corecap Advisors | Southfield | MI | 01/2021 | 05/2022 |
| Unemployed | Livonia | MI | 05/2022 | 05/2022 |
| United Planners Financial Services | Scottsdale | AZ | 05/2022 | 06/2024 |
| Nicholas Loberg | Troy | MI | 05/2021 | 06/2024 |
| Spectrum Financial Resources | Troy | MI | 09/2022 | 06/2024 |
| Concorde Investment Services, Llc | Ann Arbor | MI | 07/2024 | 11/2024 |
| Concorde Asset Management, Llc | Ann Arbor | MI | 07/2024 | 03/2026 |
| Concorde Investment Services, Llc | Ann Arbor | MI | 11/2024 | 03/2026 |
| Greystone Financial Group, Llc | Bloomfield Hills | MI | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-17 |
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