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270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-12 |
Branch Locations
901 Wilshire Dr. Suite 550, Troy, MI 48084 • United States
270 Bradenton Avenue, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Canton | MI | 10/2023 | 03/2024 |
| Jd Mellberg | Tucson | AZ | 10/2019 | 01/2024 |
| Lowes Home Improvement | Ann Arbor | MI | 01/2020 | 06/2020 |
| Beaver Trap Inc. | Ann Arbor | MI | 01/2016 | 10/2018 |
| Cyberforce Q | Plymouth | MI | 03/2019 | 09/2019 |
| Polo Drive Wealth | Canton | MI | 03/2024 | Present |
| Unemployed | Canton | MI | 11/2018 | 03/2019 |
Started 02/17/2025 - Investment Related - Licensed Insurance Agent - Offer insurance products and services and receive customary commissions through Golden Reserve LLC, an affiliate of Golden Reserve Retirement LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-22 |
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