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7429 International Drive Suite A, Holland, OH 43528-8623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2017-04-27 |
| TX | RA | APPROVED_RES | 2017-04-27 |
| MI | RA | APPROVED | 2010-10-12 |
Branch Locations
24901 Northwestern Highway Suite 218, Southfield, MI 48075 • 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 |
|---|---|---|---|---|
| Michigan Securities, Inc. | Southfield | MI | 01/2006 | 06/2020 |
| Mpm Wealth Advisors, Inc. | Holland | OH | 01/2006 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2020 | Present |
1) Licensed Independent Insurance Agent 2) MPM Wealth Advisors - Investment related - 7429 International Drive Ste A, Holland OH 43528 - RIA - IAR - 01/2006 - 120 hours a month - 120 trading hours a month - investment related advice 3) I am the principal of 2 LLCs that own residential rental properties in Birmingham, MI, and 1 LLC that owns commercial rental property in Auburn Hills, MI. These activities do not involve a substantial amount of my time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-23 |
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