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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-24 |
| MI | RA | APPROVED | 2026-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fremont Ford | Fremont | MI | 05/2012 | 11/2016 |
| Homemaking | Shepherd | MI | 11/2016 | 10/2021 |
| In The Black Financial Wellness / The Rainmakers Collective | New York City | NY | 10/2021 | 04/2023 |
| Magee Leadership Solutions | Palm Springs | CA | 10/2021 | 06/2023 |
| Russell And Company | New Albany | OH | 05/2023 | 06/2023 |
| Kestra Advisory Services, Llc | New Albany | OH | 06/2023 | Present |
| Osaic Wealth, Inc. | New Albany | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-08 |
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