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Current Employers
Domain Money Advisors, Llc

32 Mercer St. 3Rd Floor, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-06-12
  • MI RA
    APPROVED
    Since 2025-06-12

Branch Locations

Sterling Heights, MI • United States

32 Mercer St. 3Rd Floor, New York, NY 10013 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services Clinton Township MI 09/2017 11/2023
Michigan State University East Lansing MI 05/2017 06/2017
Michigan State University East Lansing MI 08/2013 06/2017
Macdonald Broadcasting Lansing MI 02/2017 08/2017
Weekend Warior Events Llc Sterling Heights MI 01/2017 05/2023
Triad Advisors Norcross GA 11/2023 08/2024
Wag West Hollywood CA 05/2022 10/2023
Poshmark Redwood City CA 04/2021 10/2023
Obsidian Personal Planning Solutions, Llc Rockville MD 11/2023 04/2025
Osaic Wealth, Inc. Rockville MD 08/2024 04/2025
Domain Money Advisors Llc New York NY 04/2025 Present
  • 09/2017 → 11/2023
    Ameriprise Financial Services
    Clinton Township, MI
  • 05/2017 → 06/2017
    Michigan State University
    East Lansing, MI
  • 08/2013 → 06/2017
    Michigan State University
    East Lansing, MI
  • 02/2017 → 08/2017
    Macdonald Broadcasting
    Lansing, MI
  • 01/2017 → 05/2023
    Weekend Warior Events Llc
    Sterling Heights, MI
  • 11/2023 → 08/2024
    Triad Advisors
    Norcross, GA
  • 05/2022 → 10/2023
    Wag
    West Hollywood, CA
  • 04/2021 → 10/2023
    Poshmark
    Redwood City, CA
  • 11/2023 → 04/2025
    Obsidian Personal Planning Solutions, Llc
    Rockville, MD
  • 08/2024 → 04/2025
    Osaic Wealth, Inc.
    Rockville, MD
  • 04/2025 → Present
    New York, NY
Previous Registrations
  • 2024-01-02 → 2025-12-04
    Obsidian Personal Planning Solutions, Llc
    Rockville, MD
    Pembroke Pines, FL
    Fort Myers, FL
  • 2020-10-12 → 2023-11-07
    Clinton Twp, MI
    Clinton Township, MI
Other Businesses

1. RENTAL PROPERTY POSITION: owner/landlord NATURE: none, individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2024 ADDRESS: 127 Drace St, Rochester MI 48307 DESCRIPTION: Owner of the house. Miscellaneous maintenance that occurs. Collecting rents. 2. OBSIDIAN PLANNING SOLUTIONS POSITION: Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 174 SECURITIES TRADING HOURS: 140 START DATE: 11/06/2023 ADDRESS: 2099 Gaither Rd, Suite 110, ROCKVILLE MD 20850 DESCRIPTION: prep financial planning reports, occasional securities trading, support lead planners

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-24
  • S66 Uniform Combined State Law Examination
    2019-06-24

View on SEC IAPD

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