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32 Mercer St. 3Rd Floor, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-12 |
Branch Locations
Sterling Heights, MI • United States
32 Mercer St. 3Rd Floor, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-24 |
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