Best Investors Account Sign in
Current Employers
True Blue Financial, Llc

7889 Red Arrow Highway, Stevensville, MI 49127 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-02-09
TX RA APPROVED 2020-12-15
  • MI RA
    APPROVED
    Since 2021-02-09
  • TX RA
    APPROVED
    Since 2020-12-15

Branch Locations

7889 Red Arrow Highway, Stevensville, MI 49127 • United States

667 West Main Suite A, Benton Harbor, MI 49022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Stevensville MI 12/2008 Present
True Blue Financial, Llc Stevensville MI 09/2020 Present
True Blue Financial, Llc Stevensville MI 02/2009 Present
Lpl Financial Llc Stevensville MI 12/2008 12/2020
True Blue Tax, Llc Stevensville MI 07/2018 Present
Independent Insurance Agent Stevensville MI 02/2001 Present
  • 12/2008 → Present
    Lpl Financial Llc
    Stevensville, MI
  • 09/2020 → Present
    Stevensville, MI
  • 02/2009 → Present
    Stevensville, MI
  • 12/2008 → 12/2020
    Lpl Financial Llc
    Stevensville, MI
  • 07/2018 → Present
    True Blue Tax, Llc
    Stevensville, MI
  • 02/2001 → Present
    Independent Insurance Agent
    Stevensville, MI
Previous Registrations
  • 2007-02-08 → 2008-12-04
    Cuna Brokerage Services, Inc.
    St Joseph, MI
    St. Joseph, MI
Other Businesses

(1) 11/06/2008 - Residential Farm - Not Investment Related - 10376 Miller Rd, Baroda, MI 49101 - Small family-owned grain and grape farm - Owner - Since 12/2008 - Approximately 0 hours/month (during securities trading hours) - Selling grain and grapes. (2) 12/26/2013 - LS Brown Properties LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) (3) 12/09/2016 - True Blue Financial, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/01/2017 - 160 Hours Per Month/ 8 Hours During Trading (4) 05/07/2021 - True Blue Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 10/29/2020 - 100 Hours per Month/ During Trading - I provide investment advisory services through True Blue Financial, an independent investment advisor firm. I started this business activity in 10/2020. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (5) 06/17/2021 - Ash Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 07/10/2020 - 3 Hours Per Month/ 1 Hour During Trading (6) 09/03/2021 - True Blue Tax, LLC - Investment Related- At Reported business Location(s) - Tax Prep/Accounting/CPA - Start Date 01/15/2016 - 5 Hours Per Month/ During Trading (7) 09/17/2024 - Cornerstone University - Adjunct Professor - Not Investment Related - 1001 East Beltline Avenue NE Grand Rapids, MI 49525 - Start Date 09/09/2024 - 10 Hours Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-05-03
S65 Uniform Investment Adviser Law Examination 2003-01-29
S63 Uniform Securities Agent State Law Examination 2000-11-07
  • S66 Uniform Combined State Law Examination
    2010-05-03
  • S65 Uniform Investment Adviser Law Examination
    2003-01-29
  • S63 Uniform Securities Agent State Law Examination
    2000-11-07
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Stevensville, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor