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Traverse City, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-09-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Saxony Securities | St. Louis | MO | 04/2013 | 10/2019 |
| Saxony Capital Management, Llc | Saint Louis | MO | 04/2013 | 10/2019 |
| Third Coast Securities Llc | Traverse City | MI | 08/2020 | Present |
| Unemployed | Traverse City | MI | 10/2019 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-23 |
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