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2270 Jolly Oak Road., Suite 2, Okemos, MI 48864 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-17 |
| MI | RA | APPROVED | 2019-03-05 |
Branch Locations
2270 Jolly Oak Road., Suite 2, Okemos, MI 48864 • 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 |
|---|---|---|---|---|
| New York Life | Lansing | MI | 06/1988 | 03/2019 |
| Nylife Securities Inc. | Okemas | MI | 07/1988 | 03/2019 |
| Eagle Strategies Llc | Okemos | MI | 12/2010 | 03/2019 |
| Daly Merritt Financial Services, Inc. | Northville | MI | 06/2012 | 03/2019 |
| Financial Strategies Group, Inc. | Northville | MI | 11/2013 | 08/2017 |
| Financial Strategies Insurance & Financial Services, Inc. | Grand Rapids | MI | 12/2017 | 03/2019 |
| Financial Strategies Group, Llc | Okemos | MI | 03/2019 | Present |
1.CARTER REAL ESTATE HOLDINGS, LLC; 6191 VAN VLEET RD., SWARTZ CREEK, MI 48473; WAS SET UP FOR THE PURCHASE OF RENTAL PROPERTY; START: 01/2014; APPROXIMATELY 2 HRS PER WEEK; OWNER; INVESTMENT RELATED; 2. FINANCIAL STRATEGIES GROUP INSURANCE AGENCY, LLC; 2270 JOLLY OAK RD., SUITE 2, OKEMOS, MI 48864; INVESTMENT RELATED; INSURANCE AGENT; START: 03/2019; SELLS LIFE, DISABILITY, LTC, AND ANNUITIES; APPROXIMATELY 10 HOURS PER WEEK.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-05-16 |
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