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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-19 |
Branch Locations
2701 Cambridge Court Suite 220, Auburn Hills, MI 48326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mhsaa | East Lansing | MI | 09/2018 | Present |
| Committee To Elect Brian Jaye | Rochester Hills | MI | 05/2021 | 10/2022 |
| Fieldworks | Washington | DC | 05/2022 | 07/2022 |
| Oakland University Rec Center | Rochester | MI | 09/2020 | 04/2022 |
| Luckys Steakhouse | Imlay City | MI | 06/2018 | 08/2018 |
| Imlay City High School | Imlay City | MI | 07/2014 | 06/2018 |
| Imlay City Community Schools | Imlay City | MI | 07/2017 | 08/2017 |
| Edustaff | Grand Rapids | MI | 11/2021 | 04/2022 |
| Oakland University Rec Center | Rochester | MI | 08/2019 | 09/2020 |
| Equitable Advisors Llc | New York | NY | 03/2023 | 05/2023 |
| Bridgewise Financial Partners | Troy | MI | 05/2023 | 06/2023 |
| Woodbury Financial Services Inc | Auburn Hills | MI | 08/2023 | 01/2024 |
| Osaic Wealth, Inc. | Auburn Hills | MI | 01/2024 | Present |
1. MHSAA POSITION: Sports Official NATURE: Independent Contractor INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2018 ADDRESS: 1661 ramblewood drive, lansing MI 48823 DESCRIPTION: MHSAA, REFEREE FOOTBALL AND BASKETBALL GAMES, 9/4/2018, 60 HOURS PER MONTH, $10,000 PER YEAR COMPENSATION. NJCAA, REFEREE BASKETBALL GAMES, 11/4/22, 6 HOURS PER MONTH, $3,000 PER YEAR COMPENSATION. 2. COBBLESTONE FINANCIAL SERVICES POSITION: Paraplanner/Case Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2023 ADDRESS: 2701 Cambridge Court, Suite 220, Auburn Hills MI 48326, United States DESCRIPTION: I help service the current client base at Cobblestone as well as help process new business when there are clients that need onboarding.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-15 |
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