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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-05-26 |
| FL | RA | APPROVED | 2026-02-10 |
| MI | RA | APPROVED | 2025-09-17 |
Branch Locations
41800 W 11 Mile Road Suite 206, Novi, MI 48375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage Services | Livonia | MI | 07/2024 | 07/2025 |
| Western & Southern Life | Livonia | MI | 06/2024 | 07/2025 |
| Unemployed | East Lansing | MI | 08/2023 | 06/2024 |
| Integrity Investment Planning Group | Novi | MI | 05/2023 | 08/2023 |
| Unemployed | East Lansing | MI | 08/2022 | 05/2023 |
| The Jagged Fork | West Bloomfield | MI | 05/2018 | 08/2022 |
| Unemployed | Farmington Hills | MI | 08/2014 | 05/2018 |
| Integrity Investment Planning Group | Novi | MI | 07/2025 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 08/2025 | Present |
Integrity Investment Planning Group; 41800 W 11 Mile Rd; Novi, MI 48375; not investment related; life insurance sales; Financial representative; 7/21/25-Present; 5 hours per month (5 during securities trading hours); selling non-registered insurance through Integrity Investment Planning Group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-20 |
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