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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-21 |
Branch Locations
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
612 East 4Th Street, Royal Oak, MI 48067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ford Motor Company | Dearborn | MI | 01/2010 | 04/2018 |
| Advisory Services Network, Llc | Atlanta | GA | 01/2018 | Present |
1 - Consilium Private Wealth - IAR services - 612 East 4th Street, Royal Oak MI 48067 - 12.31.2025 160hrs month - DBA for advisory services 2 - Great Valley Advisor Group - RIA - 12.31.25 - OSJ for advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-19 |
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