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13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-15 |
Branch Locations
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
4710 West Saginaw Hwy Suite A, Lansing, MI 48917 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Lexington | MA | 09/2017 | 05/2019 |
| World Financial Group, Inc. | Lexington | MA | 10/2012 | 05/2019 |
| Us Nursing Corp | Greenwood Village | CO | 10/2016 | 12/2016 |
| Unemployed | Sunapee | NH | 01/2017 | 02/2017 |
| Amn Healthcare | San Diego | CA | 03/2017 | 03/2018 |
| First Choice Staffing | Bloomfield Hills | MI | 05/2019 | 01/2021 |
| Fastaff - Travel Contract At Sparrow Hospital Lansing Mi | Lansing | MI | 01/2021 | 10/2021 |
| Trinity Health | Chelsea | MI | 02/2021 | 07/2021 |
| Fastaff - Nursing Contract At Sparrow Eaton Charlotte | Charlotte | MI | 10/2021 | 07/2022 |
| Fastaff - Travel Contract At Sparrow Hospital Lansing Mi | Lansing | MI | 07/2022 | 02/2024 |
| Walker Healthcare - Nursing Contract At Henry Ford Jackson | Jackson | MI | 02/2024 | 05/2024 |
| Aya Healthcare - Contract At Sparrow Eaton | Charlotte | MI | 05/2024 | 10/2024 |
| Fountain And Co | Holt | MI | 10/2024 | Present |
| Henry Ford Health | Jackson | MI | 05/2025 | Present |
| Wealth Management Institute, Inc. | Lansing | MI | 08/2025 | Present |
| Madison Avenue Securities | San Diego | CA | 08/2025 | Present |
1.) Henry Ford Health; Investment Related: No; Address: 205 N. East Avenue, Jackson MI 49201; Nature of the Business: Healthcare; Position: Employee as a Registered Nurse in emergency room setting; Hours Per Week: 6-10 Hours; Start Date: 5/19/2025 2.) Fountain and Co.; Investment Related: No; Nature of the Business: Residential Remodeling and Geothermal Unit Installation; Position: Geothermal Specialist, Site Manager, Per-diem employee; Hour Per Week: 2-4 hours; Start Date: 10/15/2024 3.) Wealth Management Institute; Investment Related: Yes; Address: 4710 W. Saginaw Hwy., Suite A, Lansing, MI 48917; Nature of the Business: Financial Advisory and Sale of Insurance; Position: Associate Para Planner and Insurance Agent; Hours Per Week: 40 Hours; Start Date: 09/04/2025 4.) Pohl and Associates; Investment Related: Yes; Address: 4710 W. Saginaw, Suite A, Lansing MI 48917; Nature of the Business: Sales & service of life, disability, long term care insurance; Position: Agent; Hours Per Week: 5-10 Hours; Start Date: 9/4/2025 5.) Global Financial Opportunities Inc.; Investment Related: Yes; Address: 8724 Hearth Stone Way, Grand Ledge MI 48837; Nature of the Business: Sales & service of life, disability, long-term care insurance, fixed & fixed indexed annuities; Position: Insurance Agent; Hours Per Week: 2-5 Hours; Start Date: 9/4/2025 6.) Advisors Excel: Investment Related: Yes; Address: 2950 SW McClure Road, Topeka, KS 66614; Nature of the Business: Sales & service of life, disability, long-term care insurance, fixed & fixed indexed annuities; Position: Licensed insurance Agent, Sales only; Hours Per Week: 2-5 Hours; Start Date: 9/4/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-12 |
| S65 | Uniform Investment Adviser Law Examination | 2017-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-25 |
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