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13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-07-15 |
| TX | RA | APPROVED | 2022-07-15 |
Branch Locations
6001 North Adams Road, Suite 135, Bloomfield Hills, MI 48304 • United States
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Birmingham | MI | 05/1997 | 08/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2018 | 07/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2018 | 07/2022 |
| Madison Avenue Securities | San Diego | CA | 06/2022 | Present |
1.INDEPENDENT INSURANCE AGENT, 6001 N ADAMS RD STE 135, BLOOMFIELD HILLS, MI, 8/1998 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 20/WK - 20/TRADING. 2.WEALTH CREATION STRATEGIES INC, 6001 N ADAMS RD STE 135, BLOOMFIELD HILLS, MI, START DATE 1987; ROLE: VICE PRESIDENT- CO- OWNER: DUTIES: FINANCIAL PROFESSIONAL UTILIZING DBA NAME FOR MARETING, PAYING BILLS AND SALES. STRATEGIES FOR FIXED INSURANCE POLICIES . HOURS: 40. 3.LEADERSHIP TEAM, 6001 N ADAMS RD STE 135, BLOOMFIELD HILLS, MI, 6/2015 AS CLASS TREASURER FOR WEST POINT CLASS OF 1965. NIR - 5/MO - 1/TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-09 |
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