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4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-05-18 |
Branch Locations
4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
540 W Lake St. Unit 1, Tawas City, MI 48763 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephenson, Gracik & Co. P.C. | East Tawas | MI | 01/1998 | 12/2016 |
| Royal Alliance Associates | Tawas City | MI | 02/2010 | 12/2017 |
| Sgc Financial Group, Ltd. | Tawas City | MI | 06/2000 | Present |
| Independent Insurance | Tawas City | MI | 06/2000 | Present |
| Rehmann Financial | Lansing | MI | 10/2008 | Present |
| Rehmann Financial Network, Llc | Lansing | MI | 01/2017 | Present |
| Gracik & Gracik, P.C. | Tawas City | MI | 12/2016 | Present |
(1) REHMANN FINANCIAL POSITION: ADVISOR NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 10/06/2008 ADDRESS: 540 W. LAKE ST., UNIT 1, TAWAS CITY, MI 48763 DESCRIPTION: Provide financial advice regarding financial planning, cash management, insurance and investment selections. 2) SGC Financial Group, Ltd., Yes, 540 W. LAKE ST., UNIT 1, TAWAS CITY, MI 48763, 01/31/11, 75, 60, Securities Marketing Name 3) REHMANN FINANCIAL NETWORK, LLC POSITION: Registered Rep NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2017 ADDRESS: 4086 Legacy Parkway, Lansing MI 48911; DESCRIPTION: registered rep 4) GRACIK PROPERTIES, LLC POSITION: MEMBER NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2016 ADDRESS: 540 W. LAKE ST., UNIT 1, TAWAS CITY MI 48763, United States DESCRIPTION: GENERAL ADMINISTRATIVE MATTERS 5) GRACIK & GRACIK, P.C. POSITION: OWNER NATURE: CORPORATION INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 110 START DATE: 12/01/2016 ADDRESS: 540 W, LAKE ST., UNIT 1, P.O. BOX 70, TAWAS CITY MI 48764, United States DESCRIPTION: TAX, ACCOUNTING, AUDIT AND CONSULTING SERVICES TO A LARGE NUMBER OF INDIVIDUALS AND SMALL BUSINESSES 6) TOWN SQUARE CONDO OWNERS ASSOCIATION INVESTMENT RELATED: NO ADDRESS: 540 W LAKE ST, TAWAS CITY, MI 48763 NATURE OF THE BUSINESS: NONPROFIT CORP FORMED TO MANAGE, ADMINISTER AND MAINTAIN THE RESIDENTIAL AND COMMERCIAL UNITS OF TOWN SQUARE CONDOMINIUM, TAWAS CITY, MI POSITION: BOARD OF DIRECTORS START DATE: 9/20/2022 HRS PER MONTH: LESS THAN 1 SECURITIES HRS PER MONTH: 0 DUTIES: APPROVE ANNUAL BUDGET AND VOTE ON ANY SIGNIFICANT OPERATIONAL MATTERS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-29 |
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