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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-06-14 |
Branch Locations
12900 Hall Rd Ste 390, Sterling Heights, MI 48313 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Sterling Hts | MI | 10/2009 | 10/2018 |
| Securities America, Inc. | Sterling Heights | MI | 10/2018 | 06/2024 |
| Securities America Advisors | Sterling Heights | MI | 10/2018 | 06/2024 |
| Osaic Wealth, Inc. | Sterling Heights | MI | 06/2024 | Present |
| Osaic Wealth, Inc. | Sterling Heights | MI | 06/2024 | Present |
***Securities America Advisors Position: IAR Nature: Securities America Advisors Investment advisor representative at SAA. Investment Related: Yes Hours: 15 Securities Trading Hours: 15 Start Date: 10/20/2018 Address: 12325 Port Grace blvd, La Vista NE 68128 ***DBA - Wealth Management Plus ***PATRICK HENRY, INC. POSITION: President NATURE: Business advisory firm that advises and invests in companies. Mergers and acquisitions, private equity, business operations, coaching. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 01/03/2016 ADDRESS: 12900 Hall Road, Suite 390, Sterling Heights MI 48313 DESCRIPTION: Consulting services on various business topics (previously listed). Also, a holding company for passive investments I may pursue. ***INSURANCE PRODUCTION POSITION: producer NATURE: Fixed Insurance business INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/08/2021 ADDRESS: 12900 Hall Road, Ste 470, Sterling Heights MI 48313 DESCRIPTION: For the offering of fixed insurance products only ***DROUILLARD GROUP, INC. POSITION: President NATURE: Management services for my financial planning firm. DBA for this Oba is "wealth management plus". INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 05/01/2015 ADDRESS: 509 BARRINGTON RD, Suite 390, GROSSE POINTE PARK MI 48230 DESCRIPTION: Manage operations, negotiate vendor contracts, hire staff, pay bills. ***WMP TAX AND ACCOUNTING POSITION: passive owner NATURE: Tax and Accounting work INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/02/2024 ADDRESS: 12900 Hall Road, Ste 390, Sterling Heights MI 48313 DESCRIPTION: Ownership and general oversight of the business
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-07-01 |
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