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29409 Haggerty Road Suite 200, Novi, MI 48377 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-17 |
Branch Locations
831Evans City Road, Renfrew, PA 16053 • United States
29409 Haggerty Road Suite 200, Novi, MI 48377 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accurate Solutions Group, Llc | Butler | PA | 01/2010 | 03/2026 |
| Accurate Investment Solutions, Inc | Butler | PA | 04/2017 | 12/2017 |
| Cck Holdings Llc | Butler | PA | 01/2016 | Present |
| Global Finanical Private Capital Llc | Butler | PA | 08/2011 | 07/2017 |
| Asg Investment Management Llc | Butler | PA | 01/2018 | 03/2026 |
| Accurate Investment Solutions Inc. | Butler | PA | 04/2017 | 10/2018 |
| C2 Private Wealth | Novi | MI | 03/2026 | Present |
| Senior Planning Advisors, Llc | Novi | MI | 03/2026 | Present |
CCK Holdings LLC; Non-investment related; 831 Evans City Rd, Renfrew PA 16053; Property management/holding; Owner and managing member; Start date 01/2016; 0 hours per month not during securities trading hours Senior Planning Advisors, LLC (d/b/a C2 Insurance Services); 29409 Haggerty Rd. Suite 200, Novi, MI 48377; Sale of insurance products; Agent/Consultant; Start date 03/2026; Approximately 80 hrs. per month; Market and sell insurance products. Insurance and annuities, sales for insurance products; Life Insurance, LTC, Fixed Indexed Annuities and Disability Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-15 |
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