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40 S. Main St. Suite 1600, Memphis, TN 38103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-12 |
| OH | RA | APPROVED | 2023-09-11 |
| MI | RA | APPROVED | 2022-08-26 |
Branch Locations
1106 S. Kalamazoo Ave. Suite 3, Marshall, MI 49068 • United States
4159 N. Holland Sylvania Rd Suite 204 Toledo, Toledo, OH 43623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Bellevue | MI | 01/2008 | 05/2017 |
| Qdoba Restaurant | Mount Pleasant | MI | 05/2016 | 09/2016 |
| Central Michigan University | Mount Pleasant | MI | 01/2017 | 12/2017 |
| Wunderlich Securities, Inc. | Memphis | TN | 09/2017 | 06/2018 |
| B. Riley Wealth Management | Marshall | MI | 09/2017 | Present |
| B. Riley Wealth Advisors, Inc. | Marshall | MI | 07/2022 | Present |
1) Pino Wealth Management, LLC; Investment related; 4159 N. Holland-Sylvania Rd., Ste. 204 Toledo, OH 43623; DBA for financial securities business conducted through B. Riley Wealth Management; start date 1/3/2023; 40 hours / week devoted during securities trading hours. 2) Waypoint Wealth LLC; Investment related; 1106 S. Kalamazoo Ave. Suite 3, Marshall, MI 49068; DBA used as a tax pass-through for business purposes; start date 01/01/2024; 40 hours / week devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-21 |
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