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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-14 |
Branch Locations
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
41850 W. 11 Mile Rd Suite 205, Novi, MI 48390 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capstone Concepts Inc | Royal Oak | MI | 01/2009 | Present |
Imaginate POD, Inc - Not Investment-related, 124 Sandy Lane Walled Lake, MI 48390, Provides print-on-demand apparel, (7/2018-current) President, Procure clients who desire ongoing print-on-demand apparel services, 10-15 hours per month devoted to this business. TruPlan Financial Technology - Investment-related (CEO) - Retirement/LTC software, 41850 W. 11 Mile Rd, Suite 201, Novi, MI 48390, Provide Retirement and Long-term care software to financial professionals on a subscription basis, (2025-current) - The company developed retirement and long-term care software that will be marketed to financial professionals, approximately 20 hours per month devoted to this business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-07-07 |
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